Manage Report Tasks

All scheduled reports are displayed on the Report Task screen. You can manage the report tasks using the following functions.

Icon	Name	Function
	Add	Adds a new scheduled report. You can find the steps to create a new scheduled report in Run a Report on Schedule.
	Delete	Deletes the scheduled report. There is also an option to disable the schedule instead of deleting the report itself. This will not delete the report but will only stop the creation and sending of reports to recipients. Consider disabling a useful scheduled report before deleting it.
	Run Immediately	When this button is clicked this will immediately generate a report based on the configured parameters and send it to the specified recipients. Please see Run a Report Immediately. You will see a pop-up dialog saying that the scheduled report is initiated. Although the report is run manually, it will still be generated based on the configured schedule.
	Refresh	This will refresh the list of scheduled reports.
	Filter	Click this filter if you want to unhide or hide the filter columns.
	(Filter)Search	Clicking this will search for the item that matches your input. To use this, make sure to click the Filter icon to enable the filter columns, then input the search text to the desired column then click this button.

Update a Report Task

A report task has four nodes. There are settings you can and cannot modify, please refer to the nodes below.

Task Property.

Parameters. Refer to Report Parameter in Parts of a Report Template for more details.

Schedule .

Delivery Method .

Task Property

Item Name	Description
Task Name	The name of the task. If you want to update the task name, please make sure the new name is not a duplicate of the existing report tasks.
Description	Update the description. Maximum allowed characters is up to 511.
Next Execution Time	This item is not editable. This is the nearest date and time the report task will run. If the report is every Friday, the date will display the nearest Friday's date. The timezone is included in brackets and is based on the timezone configured for your customer account.
Report Template	This item is not editable. The template used to create the report.
Created Date	This item is not editable. The date the task is created.
Schedule Disabled	If checked, the report task will not run.

Please click [Save] after making necessary changes.

Schedule

If you modify the schedule, the Next Execution Time in the Task Property will be updated too.

If you disabled the Schedule from this node, the Schedule Disabled checkbox in the Task Property will be checked too.

If Schedule Disable is checked, the following settings cannot be edited. Uncheck Schedule Disable to edit the Frequency.

Frequency	Description	Example
Monthly	If selected, a report is generated and sent to recipients every month. Select the day(s) of the month the report task will run. You can check multiple days starting from 1 to 31 and "Last day of month" which will run the task on the last day of each month. After the days are selected, enter the time to generate and send the report. The setting accepts input in 24-hour format.	Input: Days: 1 and 20 Time: 09:00 Result: The task will run on May 20, then run on June 1st and continue to run every month until the report is disabled.
Once	This will generate a report and send it to recipients based on the set Date and Time. Enter the time to generate and send the report. The setting accepts input in 24-hour format. Enter the date in MM/DD/YYYY format. You can also click on the calendar icon to select date in a calendar view.	Input: Time: 10:00 Start Date: June 3, 2023 Result: A report is generated on June 3rd at 10:00 AM, then sent to recipients. The task will run once and will remain in the Report Task list.
Daily	This will generate a report and send it to recipients daily. Enter the time to generate and send the report. The setting accepts input in 24-hour format.	Input: Time: 09:00 Result: A report is generated every 09:00 daily, then sends it to recipients.
Weekly	This will generate a report and send it to recipients weekly. Select the day(s) of the week. Available options are Monday to Sunday. After the days of the week are selected, enter the time to generate and send the report. The setting accepts input in 24-hour format.	Input: Days: Monday and Friday Time: 16:00 Result: A report is generated every Monday and Friday at 16:00, then sends it to recipients.

Please click [Save] after making necessary changes.

Delivery Method

Item Name	Description
Email Address	You can add more recipients by separating them with a semi-colon.
Email Subject	Edit the email subject.
Text	This is the body of the email. You can modify this if you want.
Format	You can select either PDF, CSV, or Excel file format. You can also click the [Use Default] button to select PDF.
Languages	Modify the language used to create the report.

Please click [Save] after making necessary changes.

All changes will be applied in the next report execution.