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Tutorial - Scheduling a Report

Tutorial - Scheduling a Report

Nov 29, 2022

In this exercise, we will schedule a report by triggering an Email Task that specifies the report.

To simplify this exercise, we will manually trigger the Email task. However, you can schedule a report using several methods.

 

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:

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:

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.
 

For additional information, see: