C – My Reports and Scheduling

My Reports #

Using My Reports #

My Reports shows a list of reports that users have created, customised and saved as MY REPORTS from the NEW REPORTS option. These reports are columnar reports, and the results are easily exported. Reports from this list can also be distributed electronically.

MY REPORTS are saved in the main ATMS database.

They can be saved for the current user LOGIN, or for ALL users, and can be recalled from any PC running ATMS.

When saving as MY REPORT from the NEW REPORTS menu the user has the option to make it available to other users, or restrict it to only their ATMS login.

A separate reports.mdb file is held in the ATMS application folder. This is the database that holds all of the NEW REPORTS and associated configuration data.
WARNING: Do NOT move or modify this file in any way!

These customised Reports can then be selected and run from this screen and/or can be edited for further customisation, if the user is not happy with the original Report created from Templates Reports.

Another feature is the ability to Export the Report’s settings TO a file and Import them FROM a file. These files have an “*.art” extension.

E-mailing My Reports #

In some instances, especially for consignment materials, it is more convenient to directly email Reports to Suppliers. This feature can also be used to distribute information internally.

In order to perform this utility, it is necessary to configure the EDI (Electronic Data Interchange) settings for each Report that is to be emailed; and to set up Schedule Tasks if the email is to be sent regularly and automatically.

Configuring EDI Settings #

The Report’s EDI set up is created from MY REPORTS screen.

Simply select the Report you want to email and click on “Configure EDI Settings” (or right-click on the selected Report). From the screen select an email Template from the existing list.

Available File Formats for the Reports are: “*.pdf”, “*.rtf”, “*.txt”, “*.xls”.

Configuring Scheduled Tasks #

To email a Report automatically on a regular basis:

Run Scheduled Tasks from Start/Programs/Accessories/System Tools or double-click on the Scheduled Tasks icon o the Control Panel.

Double-click on the Add Scheduled Task icon. The Scheduled Task Wizard will be opened, click on Next.

From the screen select FMReports.exe program. If it does not appear on the list, use the Browse button and go to the folder where the ATMS programs are kept (usually they are located in the folder C:\ProgramFiles (x86)\ATMS).

Next, select a name and a time for the task and choose the frequency with which it will be run.

Press Next. Enter the User Name and password of the person logged into the PC.

Press Next. The screen that follows will ask for a confirmation of the task. Tick on the box that says Open advanced properties for this task when I click Finish.

Clicking Finish will open the advanced properties for the task. This is where the program parameters, that allow the Report to run automatically, are entered. Add the statement –autorun|NameOfReport to run specific reports.

If your Report is configured to prompt the user at execution, you should make the values of the prompt/s explicit here. Prompted fields are set up with a % in their condition fields.

The syntax is: -autorun|NameOfReport|PromtValue1|PromptValue2|etc.

e.g.:

-autorun|LAST WEEK ISSUES|C (where “C” stands for Consumables).

-autorun|LAST WEEK ISSUES|S (where “S” stands for Semi Durables).

TIP: It is suggested you use these Reports in combination with the special customisation for Date fields. E.g.: [TODAY], [YESTERDAY], etc.

E-mailing Reports Manually #

You can email a Report at any time by just running the FMReports.exe file from Start/Run… followed by the autorun statement explained in the previous section.

Go to Start/Run… in Windows.

Browse to find FMReports.exe

Or type the path (typically “C:\ProgramFiles (x86)\ATMS\FMReports.exe”).

Following the path, type the autorun statement as shown above.

Purchasing Reports #

The Purchasing Reports are available from the Reports Management menu of ATMS.

An extremely informative report (to both end user and tooling supplier), is the order value report.

This allows a supplier to be selected, and a date range specified, and then reports all orders placed within the date range, their value, and any outstanding value.

Various purchasing focussed reports are available, including;

Goods receive note

Order Requirement report

Order Status report

Order Value report – See example above…

Outstanding order Items by supplier

Outstanding order Items by purchase order

Overdue Items by supplier

Overdue Items by purchase order

Purchase order report

Requisition report