Manage Dairy Reports/Worklists

required permissions only users who are assigned to a role with herd write permissions can use this feature see edit dairy user permissions docid\ gw6zx7tfc4ihsbrtozc v and manage dairy roles docid 9yjukdzfab0kko1hw0mxj for more information the dairy reports/worklists page includes the reports or s you customized from the template gallery docid 2ph37i7mwsj79bzcm4wca , as well as any other custom reports you created using report/worklist builder docid\ i7vcqxla9mwqwnm o exz note that reports are shaded in blue and worklists are shaded in green you can find this feature under the dairycomp/mydc > reports/worklists menu docid\ ezfejzdkbcfov b69aupr on the dairy reports/worklists tab expand the sections below to learn more save a report/worklist save reports and worklists that you run frequently to your dairy reports/worklists page for easy reuse you can save reports to your dairy reports/worklists page in two different ways from the template gallery docid 2ph37i7mwsj79bzcm4wca click the customize button to open the report in report/worklist builder docid\ i7vcqxla9mwqwnm o exz after running a report from the command line docid 773 9mqbjtwjyi14dvda1 (dc unlimited subscribers only) click the edit button to open the report/worklist builder docid\ i7vcqxla9mwqwnm o exz page enter the report/worklist details and the next button to open the contents screen on the report/worklist builder docid\ i7vcqxla9mwqwnm o exz page click the save and execute button to save the report/worklist schedule a report/worklist after a report or worklist is saved to the dairy reports/worklists page, mydc subscribers can automate the generation of a report or worklist and add it to the process scheduler docid lld7gllxhjk xdeutds1 calendar follow these steps on the dairy reports/worklists page to schedule a report or worklist to run automatically click the schedule button to open a side panel where you can create an automated schedule for the report or worklist use the following guidelines to schedule your report or worklist select the date and time to start the process important set the day to start to a future time, either later or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached for example, if you schedule a process to start on mondays at 5 am, but today is a monday at 9 am, the enrollment will start next week at 5 am set the schedule for the process set the repetition to "repeats" set the frequency and interval for the process for instance, to run a process weekly, set every to "1" and intervals to "weeks" click schedule after you schedule your report or worklist, pulse shows the scheduled button and process scheduler includes the report or worklist to view the generated report or worklist, see report history docid\ akkqgvji5dq2123k3g0qc or worklist history docid\ rxrwrtel9lyehar26p9ql run a report/worklist you can run reports or worklists for today or up to 30 days in the future this option allows you to collect additional data and gives you even more choices when planning tasks and managing your herd click the see results button to open the options window the date field defaults to today's date click on the date field to change it note you cannot select a date in the past, but you can select a date up to 30 days in the future click the see results button to run the report or worklist pulse builds the report or worklist and displays the results see reports/worklists results docid\ aglfbf bfmbcntpjdr w3 to learn more! edit reports/worklists you can make changes to your dairy report or worklist from two different locations in pulse on the dairy reports/worklists page, click the options button and select edit or, click the see results button to run the report or worklist and see reports/worklists results docid\ aglfbf bfmbcntpjdr w3 click the edit button at the top right of the page use report/worklist builder docid\ i7vcqxla9mwqwnm o exz to complete your updates and save your changes duplicate a report/worklist you can duplicate any of your dairy reports or worklists this makes it easy to create a new report with slightly different criteria click the options button select the duplicate option to open the report builder see build custom report or worklist docid\ i7vcqxla9mwqwnm o exz to learn more! delete a report/worklist you can delete a dairy report or worklist at any time this helps you find the reports and worklists you need and use often more quickly click the options button select the delete option click remove to confirm