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Comment: Macro name changed from html to html-bobswift during server to cloud migration processing.

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Step 1

Create a Report with the following values:

  • Title = Scheduled Activity Report
  • Visible to = Me
  • Type = List
  • Table = All Task Instances (ops_exec)
  • Field(s) = Instance Name, Type, Status
  • In Scheduling Options, select any PDF Orientation and PDF Size.

Step 2

From the Automation Center navigation pane, select Email Tasks. The Email Tasks list displays.

Step 3

Click the New button and enter / select the following values in the empty Email Tasks Details:

Html bobswift
<ul>
<li> <b>Task Name</b> = Schedule a Report
<li> <b>Email Connection</b> = (Select a valid email connection for your environment.)
<li> <b>To</b> = (Enter the email address where you want to send the email.)
<li> <b>Subject</b> = Activity Report
<li> <b>Report</b> = Scheduled Activity Report
</ul>

Step 4

Click the Save button.

Step 5

From the Automation Center navigation pane, select Manual Triggers. The Manual Triggers list displays.

Step 6

Click the New button and enter / select the following values in the empty Manual Trigger Details:

Html bobswift
<ul>
<li> <b>Name</b> = Scheduled Report Trigger
<li> <b>Tasks(s)</b> = Schedule a Report
</ul>

Step 7

Click the Save button.

Step 8

In the Time Triggers list, right-click the Schedule Report Trigger to display an Action menu.

Step 9

Click Trigger Now... and then, on the Trigger Now... pop-up dialog, click Submit.

Step 10

Open the email sent to the recipient selected in Step 3 and double-click the attached Scheduled Activity Report.pdf to see the report.
 

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