After creating a dedicated Serialized Logistics repository and setting it under the Settings tab in the Serialized Logistics for Pharma application, you can schedule reports for the activities completed in a specific warehouse, by specific operators, or by using a specific channel. You can also create reports on-demand.

List of Procedures

• Creating a Scheduled or On-Demand Report
• Searching for and Viewing a Schedule
• Updating a Schedule
• Deleting a Schedule

Creating a Scheduled or On-Demand Report

Before You Begin

Make sure that you have created a dedicated Serialized Logistics repository and you have received the notification from Movilitas.Cloud Support that the repository has been set up for you. Set this repository in the Settings tab to schedule reports.

Procedure

1. In the Serialized Logistics for Pharma Reports application, go to the Schedule Reports tab. The application displays the list of existing schedules and the Schedule Serialized Logistics report form.

Note: When viewing the details of a schedule, you can open the Schedule Serialized Logistics report form by clicking Add new +.

Example:

2. Enter a name for the report.

3. Select a report type from the list. For more information on the report types, see the table below.

4. Depending on the report type, specify the following fields:

• Warehouses
• Operators
• Business channels

The following table summarizes the applicable parameters per report type.

5. (Optional) Specify a password for the ZIP file.

Note: The report is put into a ZIP file and the password you enter here protects the ZIP file.

6. Specify if the report is scheduled or on-demand:

• If you want a scheduled report, select the Scheduled execution checkbox. You will receive the daily or monthly report until you deactivate the setting.
• If you want a report on-demand, clear the Scheduled execution checkbox and specify the time frame by using the datepicker in the From and To fields. You will receive the report for the specified time frame only and the setting will not be saved as this is not a scheduled report.

The following example illustrates an on-demand report setting:

7. If you want to send the notifications to the operator, select the Include operator email checkbox.

Note: This option is not available for Operator monthly report and Operator daily report.

8. Click Receivers, and specify the destination for the reports.

OPTION 1: Select an FTP channel and define the file path. You can select a business channel with an FTP source that you created earlier.

OPTION 2: Enter an email address and click Add to List to add the email address to the list of receivers.

You can combine the two options.

The following example illustrates a combined FTP and email setting:

9. Click Create to save your settings.

The report you scheduled is listed on the Existing schedules panel:

• If you scheduled a monthly report, you receive it for the previous month on the first day of the month that follows.
• If you scheduled a daily report, you get a report about the activities of the previous day in the morning of the following day.

On-demand requests are not saved but the reports are sent to the configured destination.

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Searching for and Viewing a Schedule

Procedure

1. In the Serialized Logistics for Pharma Reports application, go to the Schedule report tab. The application displays the list of existing schedules.

2. Search for a schedule by using the filters:

• Entering schedule name
• Selecting report type

The list of schedules is filtered based on the search criteria.

You can reset the filters by clicking Reset filters.

3. Select the schedule to view its details. The application displays the Update schedule form.

In the following example, we are viewing the schedule details after searching for report "test scheduled report" in the name:

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Updating a Schedule

Procedure

1. In the Serialized Logistics for Pharma Reports application, go to the Schedule report tab. The application displays the list of existing schedules.

2. Search for a schedule by using the filters:

• Entering schedule name
• Selecting report type

The list of schedules is filtered based on the search criteria.

You can reset the filters by clicking Reset filters.

3. Select the schedule to view its details. The application displays the Update schedule form.

4. Update the Report information section as needed.

• Update the report name.
• Select the report type.
• Based on the selected report type, configure the allowed combination of parameters (warehouses, operators, business channels).
• Provide a password for the ZIP file containing the report.
• Include operator email when sending the report or deactivate this setting.

Note: You cannot modify a scheduled report to an on-demand report.

For more information, see the Creating a Scheduled or On-Demand Report section above.

5. Update the Receivers section as needed.

OPTION 1: Select an FTP channel and define the file path. You can select a business channel with an FTP source that you created earlier.

OPTION 2: Enter an email address and click Add to List to add the email address to the list of receivers.

You can combine the two options.

6. Click Update.

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Deleting a Schedule

Procedure

1. In the Serialized Logistics for Pharma Reports application, go to the Schedule report tab. The application displays the list of existing schedules.

2. Search for a schedule by using the filters:

• Entering schedule name
• Selecting report type

The list of schedules is filtered based on the search criteria.

You can reset the filters by clicking Reset filters.

Example:

3. Click Remove schedule next to the report you want to delete and confirm the action. The application removes the report from the list.

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