Overview
Version
| Report Server Version |
|---|
10.0 |
Application Scenario
You may need to record the sales performance of each branch during a fixed period every month and save data in Excel, PDF, or Word formats for backups.
You may need to record the sales performance of each branch at the end of a year and save data in Excel, PDF, or Word formats for backups.
Function Description
By referring to this document, you can set monthly and annual reports in Task Schedule and back up and display the sales performance of each branch by month or year.
Template Design
Parameter Adding
1. Choose Template > Template Parameter, add parameters year and month, and separately set their values to formulas year(today()) and FORMAT(MONTH(TODAY()), "00").
2. Add the parameters year and month to the parameter panel and represent them through text widgets, as shown in the following figure.
Note:
Filter Setting
Exit the parameter panel setting page, double-click cell A3, and click Filter.
1. Set the filtering condition to Year Equal to $year, as shown in the following figure.
2. Add a filtering condition through the formula if(len($month)==0,nofilter,$month) to query data from all months in the current year when Month is empty, as shown in the following figure.
Template Download
You can download the example template Accumulative_4.cpt.
Monthly Report
Adding the Task
For details about how to add a scheduled task, see Task Schedule Setting.
Basic Setting
Set Task Name to Monthly Report and click OK, as shown in the following figure.
Schedule Object
Set Template to Accumulative_4.cpt.
Click Set Default Parameter Value next to Parameter Setting. The default parameter values are added automatically. Select excel03, excel07, word, and pdf in Appendix Archive, as shown in the following figure.
Schedule Cycle
Click Next, set Frequency to Expression Setting, and select 19:50 on Last Day of Each Month from the preset expression list, as shown in the following figure.
File Processing
Click Next, keep the default setting, and click Save.
Effect Display
You can see that the Monthly Report task has been successfully added on the Task Management page, as shown in the following figure. The task will be executed at 19:50 on the last day of each month.
Annual Report
Adding the Task
For details about how to add a scheduled task, see Task Schedule Setting.
Basic Setting
Set Task Name to Annual Report and click OK, as shown in the following figure.
Schedule Object
Set Template to Accumulative_4.cpt.
Click Set Default Parameter Value next to Parameter Setting. The default parameter values are added automatically. Delete the parameter month.
Select excel03, excel07, word, and pdf in Appendix Archive, as shown in the following figure.
Schedule Cycle
Click Next, set Frequency to Detailed Frequency Setting, and add a detailed frequency December:Last Day, 23 in 0, as shown in the following figure.
File Processing
Click Next, keep the default setting, and click Save.
Effect Display
You can see that the Annual Report task has been successfully added on the Task Management page, as shown in the following figure. The task will be executed at 23:00 on the last day of each December.
Previous：Notifying Non-Platform Users by Task Schedule Plugin
