## Using the Report Delivery Tool

Datapage+ provides a report delivery tool that when running lets you send reports to a specified directory or email them. This functions similarly to the Generate and Send Email functionality in the Data Importer tool.

This tool resides in the directory where you installed Datapage+. To use it, simply run ReportDelivery.exe, fill out the Report Delivery Configuration dialog box, and then click OK. Once you run this program an orange W icon appears in your system tray.

To generate a report or email notification, based on your settings in the Report Delivery Configuration dialog box, right-click on the tool in the system tray and choose the Generate option.

To completely exit the Report Delivery tool, right-click on the tool in the system tray and choose Exit.

Dialog Box Items

Report Delivery Configuration dialog box

Since this dialog box is essentially identical to the Report and Email Configuration dialog box discussed in the "Customizing Report and Email Settings" sub-heading in the "Using DataImporter.exe" topic. See that topic for information on this dialog box.

Note that there is this one difference with the Report Delivery tool. The Directory box contains a different pathway. Reports are sent, by default, to this folder:
C:\Users\<user>\AppData\Roaming\DataPage+\Reports from ReportDelivery where <user> represents your Window's user name.

Running Report Delivery as a Scheduled Task

After you have set up the Report Delivery Configuration dialog box, you can automatically launch the tool on a scheduled basis by assigning it to your computer's Scheduled Tasks functionality.

1. Open the Task Scheduler by pointing to Start | Control Panel | Administrative Tools | Task Scheduler.

2. On the Actions Pane on the right, click Create Basic Task. A wizard appears to aid you in creating the macro that will launch the Report Delivery tool.

3. On the Create a Basic Task screen, type the name for the task and a description. Click Next.

4. On the Task Trigger screen, define the trigger that launches the task. Usually this will be a recurring time you will define. Click Next.

   - A second screen for the trigger may appear at this point to provide more detailed information. For example, if you had selected Daily as your trigger, a time field would appear allowing you to define when, once a day, the task would run.

   - Click Next to get to the Action screen.

5. On the Action screen, choose Start a program as the action. Click Next.

6. On the Start a Program screen, click the Browse button and point to the batch file, ReportDelivery.bat, located in the directory where you installed PC-DMIS and click Open.
   Using this batch file allows the report delivery tool to close down when the necessary work is done.
   The pathway will appear in the Program/script box. Click Next.

7. On the Summary screen, verify the Report Delivery tool will launch at the specified time. Choose to open the properties dialog box for this task. Click Finish.

8. The Properties dialog box for the task you created appears. This lets you configure the scheduled task in detail, modifying, security options, triggers, actions, conditions, and other settings. Use the Help file that came with your operating system if you need information on using this functionality.

9. Click on each of the tabs at the top of the dialog box and modify any properties as desired.

10. When you finish, click OK to close the properties dialog box.

When the trigger event occurs, your computer's Task Scheduler will launch the Report Delivery tool to your system tray automatically.