The creation of a scheduled report is done from a PDM task:



When selecting a tool that uses scheduling, it is necessary to release and restart the task:


 


The administrator will then be able to define the periodicity of execution of the task in the Scheduling section:



In the section: Tool options, the administrator must set the tool parameters:


 



It is therefore necessary to choose the type of file generated by PDMReport:


  • Either an Excel file (You must then choose the Excel template to be used):



  • Either a CSV file



In both cases, it is necessary to select the location of the file generated by PDMReport :


 


For the file name, it is possible to set the name using the variable concatenation control It is therefore possible to use a counter SmartCounter in the file name generated by PDMReport.


 


In task mode, it is possible to overwrite the reports at each execution of the task, you can also choose to keep a certain number of reports by checking:



In this case, the file name will be automatically incremented to keep only the specified number of reports.

For example, if the file name setting is:

 

The first document will be named:

PDMReport-1

The second:

PDMReport-2

...

So you have to specify to the tool which file should be deleted to keep the old reports, in this example:

PDMReport-


Next, choose the queries to be added to the PDMReport, see section: Adding queries