1

Jet Portal - Batch Scheduling

Heather Rowe

January 02, 2019 15:19

None

Follow

Hello all, I'm a seasoned user of Jet Reports - but have only just gotten permission to have the Jet Web Portal installed.  Our IT team is working on that, and things seem to be moving smoothly.  But I found a few questions:

1. Is Batch Scheduling possible using the Web Portal?  I've come to like using this feature, if for no other reason than the ability to define a name for the output report.  

Our goal for the Web Portal is to move several reports that I run for our sales team onto the portal and allow them to run on demand.  I want to simplify things so they can run and download a report and have the customer name and report period included in the file name.

2. some of my report options use things like Data Validation cells to prevent someone from entering data that won't let the report work.  The in-cell drop-down does not seem to be available when I upload these to test on the portal.  Is there anyway I can make this or something similar work?

• Facebook
• Twitter
• LinkedIn

5 comments

• 0
  
  Harry Lewis January 02, 2019 18:11

  Hello Heather.

  A batch-job feature for the Jet Hub scheduler is being evaluated.

  Excel's Data Validation feature is incredibly powerful.  Since a report In the Jet Hub is run without first viewing the report (and thus, there is no opportunity to change the value in the drop-down), I would recommend using Jet's Report Options capability (since it would provide the ability to prompt a user for appropriate values when the report is run from within the Hub.

  For example...

  Instead of using Data Validation to create a drop-down list of values:

  

  I could use a Report Option:

  

  Then, when I run the report from within the Jet Hub, I would be prompted for the value:

  

• 0
  
  Heather Rowe January 02, 2019 19:45

  Thank you Harry - I will keep my fingers crossed for the batch feature to come to the Jet Hub, I think that would be a great option!

  Also, because I've been the sole designer/report runner for years, I had forgotten the lookup feature. I'll see if I can adapt that for my use, pulling from another area of the report rather than from a lookup table in my datasource.

• 0
  
  Harry Lewis January 02, 2019 22:38

  You are very welcome, Heather.

  Keep in mind that the NL(Lookup) function is quite flexible.  You can also hard-code the options into the function:

  =NL("Lookup",{"MyValue1","MyValue2","MyValue3"},"My Values")

   

• 0
  
  Harry Lewis January 02, 2019 22:45

  You may want to consider putting a vote in on the Jet Ideas Portal.

  Click on Give Feedback and then search for batch.

  

• 0
  
  Heather Rowe January 03, 2019 14:21

  Thank you Harry - I was actually looking for this area yesterday, but did not notice the big red button on the side of the screen... :)