Task Manager
Any report stored in the report repository may be used for automatic scheduled generation.
Each scheduled task can build reports with unrestricted number of templates. Each report can be sent by email, printed or saved into a folder on the disk or in LAN (e. g. on SharePoint server).
To start creating a scheduled task click on Add button.
The reports are selected from the report repository which will be used as generation templates. Multiselect is supported.
Specify delivery ways. Three ways are currently supported:
- Send by email
- Save into a folder
- Send to a printer
The delivery ways can be combined. If you select «Send by Email» you can also configure email message settings: message subject and body. In both fields you can use different macro objects which are replaced with real values on execution of the scheduled task.
Configure delivery settings. You can configure the identical settings for several simultaneously selected reports at a time.
Each delivery way has its individual settings. Moreover, these settings are individual for every report template.
- Report file name template – a template used to form a report file name when saving it on the disk. It can be either a common string, e. g. «somefile.doc», or a combination of one or more macro objects which will be replaced with real values during the report generation.
Possible values:
- %REPORTNAME% - report name
- %TASKNAME% - scheduled task name
- %DATE% - report generation date
- %UNIQUEID% - unique number
- %DATEFROM% - beginning of the report generation dates range
- %DATEFROM(mm/dd/yyyy hh/mm)% - beginning of the report generation dates range adjusted to the specified format
- %DATETO% - end of the report generation dates range
- %DATETO(mm/dd/yyyy hh/mm)% - end of the report generation dates range adjusted to the specified format
- Report format – the format in which the report will be built
- Pack report into a zip archive – the indicator showing that the report should be packed into the zip archive before sending.
If «Send by Email» is selected as the delivery way you should specify message recipients. Attention! The message will be sent from the computer where the Data Center is installed. Correspondingly, you should properly configure the settings of SMTP server which will be used for message delivery, so that the message could be delivered successfully.
If «Save into a Folder» » is selected as the delivery way you should specify the name of existing folder into which the file will be saved. If the specified folder is networked you should specify the properties of the user account which will be used for access to the network resource. If you specify incorrect properties, saving to the network folder will finish with an error. Saving is made from computer on which the Data Center is installed.
If «Send to a Printer» is selected as the delivery way you should specify the printer name (on computer where the Data Center is installed) and paper layout. If the specified printer is a network accessible one, you should specify the properties of the user account which will be used for access to the network printer. If you specify incorrect properties, printing to the network printer will finish with an error. Printing is made from computer on which the Data Center is installed.
Specify the dates range for scheduled reports. The ranges are relative (to the task execution date) and are calculated upon executing the scheduled task. You can also specify the fixed absolute dates range.
Configure task schedule.
Specify name and optional description of scheduled task.
The final step of creating the scheduled task.
After the task has been created, it will start executing in the scheduled time. During task execution the reports will be built by the specified templates within the specified dates range, and the result will be delivered in the specified way to the specified addresses.
