Setting Up Certify Report Automation in Worksoft Reporting Services

In Worksoft Reporting Services, you can set up automatic generation of reports when a Certify process has completed execution. When a new result is discovered in the Certify folder that you specified, Reporting Services generates a report for that result and sends an email to the specified person(s).

To generate automated reports:

1. Open Worksoft Reporting Services.

   The Reports tab opens in Reporting Services.

   

2. Click Configure Automated Report.

   The Create Report page opens.

   

3. Click in the Result field.

   The Pick Results Folder dialog opens.

   

4. Select the result in which you want to generate a report.

5. Click Select.

   The selected result name appears in the Result field.

6. In the Report Name field, enter a unique name for your report.

7. If needed, add a description for your report in the Description field.

8. From the Associated Report Template drop-down list, select a template.

9. If you want to view the template, click View Template.

10. In the Email Addresses field, enter the email addresses of people who you want to receive a report.

    If you choose to use multiple email addresses, add a semi-colon between the addresses.

11. From the Report Output Format drop-down list, select one of the following formats:
12. DOC
13. PDF

12. Click Save and Done.

13. Click OK.

14. Click the Automated Report Configurations tab.

    The report appears in the tab. The report stays in the ready state until a new Certify result is found for this process.

    

15. If you want to edit the report, click the Edit button next to the report.

16. If you want to delete the report, click the Delete button next to the report.

 

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