Scheduled Reports in DSM Jobs

With Scheduled Reports, you can automate reports and have them delivered to your inbox on a schedule you choose.

 

This document will cover:

ü Enabling and Logging In to DSM Jobs

ü Creating Scheduled Reports

ü Maintaining Scheduled Reports List

 

 

Enabling and Logging In to DSM Jobs

To Enable the DSM Jobs site for your company you will begin by navigating to File > Administration > System Configuration, then checking the box for Enable DSM Jobs Website.

Note: You will need Administrative Permissions in order to make changes to System Configuration.

  

Next, you will need to enable a DSM Jobs login for each user who will be accessing your DSM Jobs site. To enable user logins, navigate to File > Administration > User Administration, then double-click on the user you’d like to enable a web login for.

Enter the user’s email address in the DSM Web Login area. This email will be the username for DSMJobs.com. Once you click out of the email field, you will be required to enter a new, strong password (at least 8 characters including both upper and lowercase letters and at least one number or symbol). This newly created password will become the login password for both the DSM Desktop App, and DSMJobs.com. The username for logging in to the DSM Desktop App will not change.

To login to DSM Jobs, open your preferred web browser and navigate to DSMJobs.com. Enter your email address, and new password, and click [Login].

 

 

Creating a Scheduled Report

To create a schedule for a report you will begin by navigating to the Reporting section from your dashboard using either the [Reporting] button at the top-left of your screen, or the reporting Quick Link on the left of your screen.

Scheduled reporting is available on several key reports. For our example today we will be using the Daily Job List By Worker report. Configure your report by clicking on [Dispatcher Reports] then clicking on [Daily Job List By Worker].

Select either Standard Report, or Custom, and select the applicable checkboxes for the items you wish to include (i.e., Include Quotes, Include missing job tickets) then click the [Schedule] button at the bottom of the screen.

You will be taken to the Scheduled Reports List for this report. From this screen you will be able to see any previous schedules that have been created for this report. To add a new schedule, click [+Add].

There are several configurable options in the Add Scheduled Report screen.

Date Field: Select the start date for your report, and how many days you want that report to include. Our example will include the daily job list for only the following day. We recommend setting the Daily Job List report to run after the last person would have made adjustments to the schedule for the following day to ensure you have an emailed backup of job schedules for your employees.

How Often To Run Report: Select from Monthly or Weekly, and choose the date of the month, or days of the week you’d like your report sent on.

Report Description: Description that will show on your scheduled reports list.

Run Report At This Time: Time of day you would like your report to run. (We recommend having the Daily Job List run for the following day at a time in the evening after the last person will have made changes to the schedule.)

Email Subject Line: The subject that will be shown when the email is received.

Email: Enter the email or emails that you want your report sent to.

 

Once your configurations are complete, you can click [Test] to receive an emailed example of what your emailed report will look like sent to your inbox, or select [OK] to save your report schedule.

 

 

Maintaining your Scheduled Reports List

To view and make changes to your scheduled reports navigate to Reporting > Scheduled Reports.

This screen will display a filterable list of existing scheduled reports. You can make changes to the schedule for a report by highlighting that report and clicking [Edit] or delete a report you do not want to be scheduled by highlighting tat scheduled report and clicking [Delete]. For historical purposes, you can also choose to Edit and Inactivate a report rather than deleting.

 

DSM:R:B:NOV22