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CRD Explorer (Main User Interface)

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CRD provides a familiar "Explorer-like" interface to help you manage your folders. Folders help you manage and organize your schedules/reports and frequencies.

The CRD Explorer interface is divided into two sections: The folder pane and the schedule pane.

 

 

The Folder Pane (on the left) contains a tree-like navigation tool to help you navigate folders quickly.

Selecting a folder from the folder pane will bring up the list of schedules in that folder in the Schedule Pane (on the right).

Note: The Folder Pane contains the default CRD folders, your System Folders, and any custom or Smart Folders you have created.

 

Default Folders

When you open CRD for the first time, you will notice that there are already folders listed in the Folder Pane. These are Default Folders and System Folders. Default Folders are listed as subfolders under the Home folder and are nothing more than empty folders where you can begin creating schedules. Unless you modify the default folders, they will remain as they are. The Default Folders present in CRD are:

 

 

System Folders

System Folders are folders which update regularly with information regarding the two possible states of your Single and Package Schedules: Due or Failed. These folders cannot be deleted or modified and are updated automatically by CRD itself. 

 

 

Packages Due and Single Schedules Due: Clicking these folders will show you either all packages or all single schedules that are due to run today.

Note: The "Due" folders will only display schedules that are set to run between the current time and 11:59 p.m. for the current date.

 

Todays Failed Packages and Todays Failed Single Schedules: Clicking these folders will show you either all packages or all single schedules that failed to run for the current date.

Note: The "Failed" folders will display all schedules which failed to run for the current date from 12:00 am until 11:59 pm.

 

Creating and Editing Folders

Right-clicking on a folder in the Folder Pane will reveal the actions you can take using that folder.

 

 

The available actions include:

New Folder: Clicking this button will allow you to create a subfolder under the folder you currently have selected.

Note: To create a new main folder, highlight the Home heading in the folder pane, right-click, and select New Folder. Alternatively, you can highlight any folder in the folder pane and click New Folder from the Quick Access Toolbar to create a subfolder. New folders can also be created by clicking New Folder at the bottom of the Select Folder screen when creating a new schedule, as well as at the bottom of the Move Folder screen (mentioned below).

 

Open in New Window: Clicking this option will open the selected folder in a new CRD window/instance. You will see the schedules in this folder in the new CRD window's Schedule Pane.

 

Move: Clicking this button will open a new window which will allow you to choose a folder where you want to move the selected folder to.

 

Rename: Clicking this option allows you to rename the currently selected folder.

 

Delete: Clicking this button will delete the currently selected folder.

 

All Contents: Hovering your mouse over this option will bring up a submenu which will allow you to apply the listed action(s) to all the contents of the selected folder. These actions include:

    • Refresh: This refreshes the cached report that CRD currently uses when the schedule is executed. This is especially helpful if you have changed information in the actual reports the CRD schedules are using. In these instances, you will need to refresh the cached reports in order for CRD to see the changes.
    • Disable: This will disable all schedules in the currently selected folder and any of its subfolders. 
    • Enable: This will enable all schedules in the currently selected folder and any of its subfolders.
    • Execute: This will manually execute all schedules in the currently selected folder and any of its subfolders.

 

 

.recovered folder: Sometimes, you may see a ".recovered" folder in the folder pane. This is an automatically generated folder that is created by CRD to recover schedules and folders that were not deleted correctly. Please check in this folder for any missing schedules.

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