Table of Contents

History Report

We have created a Create History Report Form that allows the user to search for points and create a job that will email a CSV file containing the points' history on a one-time, daily, weekly, or monthly basis.

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• Now: This will not create a job, but create the CSV file and email it, only.
• Daily: This will create a job to be ran on a daily basis.
• Weekly: This will create a job to be ran weekly. If the original job was created on a Tuesday, then the report will be created and emailed every Tuesday.
• Monthly: This will create a job to be ran monthly. The report will be created and emailed every 1st of the month at 9:00 AM.

Organize Columns

After the user has filled out the "Create CSV History Report" form, if they have selected "Organize Columns" and clicked "Apply" the following form will appear:

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This form will list all the points that will be included in the History Report and allow the user to change the order.

• For an exact order, make sure no numbers repeat.
• For a more general order, the user may repeat the same numbers and those points will be next to each other. For example, all the points given a 1 will appear first before those with 2 or greater.

Once the desired order is added, the user will click the "Apply" button and a job (or report, if "Now" was selected) will be created.

Additional Information

Edit or Delete Jobs

To edit or delete the job created, the user can go into the Job app.

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The job will have a description of "History for " followed by the filter.

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File Location

All reports generated by History Report can be found by going to the io folder of the project. EX: C:/Program Files(x86)/FIN Stack/db/demo/io/CSV