Tutorial - Scheduling a Report
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:
|
|---|---|
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: