Scheduling Sage Intelligence Reports in Sage 100 Hosted Environments

Scheduling a Sage Intelligence Report

Scheduling a Sage Intelligence Report

Sage Intelligence Reporting supports unattended report execution using operating system batch files or external scheduling tools such as Windows Task Scheduler or SQL Server Agent. This is commonly used for reports that must run on a recurring schedule without user interaction.

Important Notes
  • Unattended reports automatically close upon completion.
  • Scheduled reports must use Generate Output File or Retain All Run Instances.
  • The workstation hosting the scheduled task must be powered on at run time.

Overview of the Process

  1. Specify the output location for the report
  2. Generate the scheduler command
  3. Create a Windows Scheduled Task

Step 1: Specify the Output Location

  1. Open Report Manager.
  2. Select the report you want to schedule.
  3. In the Properties pane, click Show Advanced.
  4. Locate Generate Output File.
  5. Click the ellipsis button (…) and browse to the desired output folder.
  6. Either:
    • Enter a new file name, or
    • Select an existing file to be overwritten
Overwrite Behavior
If a file already exists in the specified location, it will be overwritten without warning.

Tip: Use dynamic file naming to retain historical outputs. Example: 

C:\MyReports\Sales_@DATE@.xls

Each run will generate a file named with the current date.

Step 2: Generate the Scheduler Command

  1. Select the report in Report Manager.
  2. Click the Tools tab.
  3. Select Scheduler Command.

If the report requires parameters, you will be prompted to enter them. Click OK when complete.

Consolidated Reports
When scheduling a consolidated report, you will be prompted to select a company for authentication. The actual data sources are defined by the Database Consolidation List in the report properties.

After confirmation, a message box appears containing the full command syntax. This command is also copied to the Windows clipboard for use in Task Scheduler.

Unattended Execution Logging

When reports run unattended, output normally shown in the Process Monitor is redirected to a log file: 

BICoreUnattend.log

The log file is located in the Intelligence subfolder of the Sage Intelligence installation directory. You can:

  • Open it with Notepad or any text editor
  • Access it directly from Tools → Log File

The scheduler returns exit codes for automation validation:

  • 0 – Success
  • 1 – Failure

Step 3: Create a Windows Scheduled Task

gotomyerp Hosting Requirement
In gotomyerp hosted environments, customers do not have administrative privileges required to create unattended Windows Scheduled Tasks using “Run whether the user is logged in or not.”

You must work with gotomyerp Support to complete this portion of the setup. Support will configure the task using the appropriate service or administrative account after you provide the generated scheduler command and scheduling requirements.

  1. Open Control Panel.
  2. Select Administrative Tools.
  3. Open Task Scheduler.
  4. From the menu, click Action → Create Task.

General Tab

  • Enter a meaningful task name
  • Specify the user account that will run the task
User Account Requirements
The account must be a valid local or domain user with sufficient permissions to:
  • Run Sage Intelligence Reporting
  • Access source data
  • Write to the output directory

Actions Tab

  1. Click New
  2. Paste the scheduler command into Program/script
  3. Click OK

Confirm the arguments when prompted.

Triggers Tab

  1. Click New
  2. Configure the schedule (daily, weekly, etc.)
  3. Click OK

Final Checklist

  • The server is available at scheduled run time
  • gotomyerp Support has configured the unattended scheduled task
  • The output directory is accessible and writable
  • The report uses Generate Output File or Retain All Run Instances
  • The log file is monitored for failures

Applies to: Sage 100 hosted environments on gotomyerp