Rank 2
We are evaluating Telerik Report server's scheduling feature. Client has requirement that he wants certain reports to run for all of his customers at some regular interval like weekly or monthly basis. This scenario is very often with most of the business like Credit card company or mobile company where company wants to send statement or bill to all of their customer on monthly basis.
We have uploaded the ".trdx" file and scheduled the report and it is producing the output as expected for selected customer. Now, client wants that this report should be run for all of his customers. We pass customer information as a parameter to the report from report server. How can we run this report one by one for all the customers and how we pass multiple values as parameter to the report. Once report is scheduled it should run automatically for all the customers and report server admin doesn't have to select the customer parameter each time when report needs to be generated.
Our question is how we can use the same report template and generate the report for individual customer at specified interval and possibly email the report to the customer as well automatically.
Another question that we have is that is it possible that we can define or configure the email subject, content etc. As of now we are getting emails with fixed text.
Thanks.
1 Answer, 1 is accepted
On your questions:
- Reports can be scheduled for export or to be sent via email, where the administrator can provide parameters on scheduling the task. These parameters can be changed only manually for now, but we consider supporting more scenarios.
We will appreciate it if you log your request in our feedback portal as features are planned for implementation based on the demand for them. - We are planning to change the fixed email subject's text in a consecutive release. Most probably the feature will be available in Q1 2016.
Let us know if you have any further questions.
Regards,
Stef
Telerik