Can scheduled reports send personal summaries?

peterraeves
Mega Guru

Before I go out scripting, I was wondering if there was a simple way to do the following. I want to send out reports on a regular interval, that contain a summary of the incidents logged by a certain user. Every time the user should receive a pdf with the list containing all incidents he logged from the last time this report was send.

Therefore, we don't know up front who we will be sending to and we don't want to make a scheduled report for every user, and only sending it when it isn't empty. I haven't tried this yet, but I could probably have a script that loops over all assignees for that period of time, that sets up scheduled reports that would run as that user and that would have the list conditioned on "assigned_to = gs.getUserID()", but I was wondering if there was a more OOTB, cleaner way to do this.

1 ACCEPTED SOLUTION

I did fix this problem. What you need to do is


1) Create the report to use "dynamic = me". For example "opened by - is dynamic - me"


2) Create a template for the schedule you want to run


3) Create a Scheduled Script that will use the template to create new ScheduleOnce schedules for all users or groups you want. The script will set the "run as" field to the specific user and let the schedule run for that user.



In step 2) I originally used a Script Include to create the schedule:


        var scheduled_report = new GlideRecord('sysauto_report');


        //Set the scheduled job to active


        scheduled_report.active = 'true';




      //We add report title and user name to the name for clarity


      scheduled_report.name = ''


              + 'Scheduled Email Report of '


              + report.title


              + ' - '


              + user.name;




      //Run report as given user to show only his records


      scheduled_report.run_as = user.sys_id;


      //Sent report to same user, so he receives his own report


      scheduled_report.user_list = user.sys_id;


      //Only send the report once


      //It will be rescheduled if needed


      scheduled_report.run_type = 'once';


      scheduled_report.report_title = subject;


    scheduled_report.report_body = body;


    scheduled_report.report = report.sys_id;


    scheduled_report.omit_if_no_records = omit;



      //Now, insert the newly created scheduled job to start running


      //As it is a "once" job, it will run automatically


      var answer = scheduled_report.insert();


The function had parameters like "user" and "report", but I just recently discovered that there is an OOTB script include for this functionality. So it might be better to check that one out as well. It's an object called "ScheduleOnce" and is an extension of the "Schedule" object.


View solution in original post

27 REPLIES 27

Vineetha Rohra1
Giga Guru

Hi Peter,



I executed all the steps as you mentioned. Multiple entries of the scheduled report are created with different user in the 'Run As'. However no mails are triggered.


Could you sugges what could be the possible issue ?


PSB snapshot of one of the entry of scheduled report:


report.jpg


- I don't see the 'run as' field, so are you sure it is set correctly?


- What happens when you click 'execute now'?


- Could you add the script you are using?


Hi Peter,

can we reuse the same schedule email report  again and again with a new report(by passing sys id from script). If yes .. how to trigger it from backend.

TIA.

Regards,

Harish