Manage Scheduled Tasks
Tasks are processes that run automatically within AnalystX2. Daily allocations, daily imports, or daily email reports can be set up to run at a specific time.
◄ Main Page ◄ AnalystX2◄ Admin
List of Available Tasks
Please see the List of Tasks for all available tasks and descriptions.
Out of the box PRAMS comes with built-in reports called 'Canned' reports. Many users also have custom reports that are unique to a single install.
Manage Scheduled Tasks can be found under the Admin menu.
Once in the tools at the top allow you to add and modify tasks.
Adding a Task
You can create a task by clicking on Add Task.
When in the Add Task screen, first select a Process from the drop down This will be the main report type that will display. Once chosen and saved the Process will not be able to be changed.
Then select a Variant with a default value can be changed to modify the way the main report displays. This is helpful when a report sent to management differs slightly from the one sent to the office, or the field. Setting a variant modifies the items within a report without changing it entirely.
Next a Description can be added that only the Admin will see. It will not appear on the email sent, that will appear as 'Send As'.
Choose a Run time-frame that the report will be sent out in. Daily, Weekly, and Monthly are options for a report that needs to be sent out multiple times.
Alternatively a one time report can be set as 'Once', but take note that this will only run one time and then be erased from the task list.
A Start On time will indicate when the report turns on and sends, this will remain the same unless changed.
The report options allowing a report to be sent as a File Format an XLS or a PDF.
A Logo Image can be added to reports in the system, if ever requesting a custom report please specify if a logo image is needed. Most reports do not have this feature.
You can then set the Send As and it will alias the email under the name of the chosen address book entry.
The Subject Line will be the title of the email sent and will be visible to all recipients.
The email can be sent to an Individual Recipient or a Group Recipient. Both can be set from the address book.
Check marking Use Previous Day's Data will take the volume for yesterday. This will be more accurate as PRAMS stores data one day behind in order to get a complete volume.
Choosing what sites will appear on the report can be chosen from the drop down. When finished select Apply Changes to save the report.
| All Sites | Will load every available site, depending on site count this may take a while to run. |
| Partner Sites | Will only send sites that have been set up under a specific partner. This can be found and edited any time under the Tools menu Partner Sites. |
| Static Sites | Displays chosen sites by clicking the 'Edit List' button and manually selecting each site. The sites chosen will be highlighted yellow |
| Dynamic Sites | This will use dynamic criteria to filter and determine what sites will show up based on a comparison added. |
Edit a Task
Editing a task will use the same mechanics as adding a task. You will be able to make changes that were previously set up. The Process will be the only parameter that cannot be changed.
Remove a Task
To Remove a task select the task from the Manage Scheduled Tasks screen and then select remove task. A conformation pop-up will prompt before deletion.
Run Now
Alternatively a user can run the task regardless of the set time. This will not advance the report schedule. Take note that if the report is set up to run once it will not be available after manually running.
This can be helpful for re-running a report that has been corrected after the run time.
Refresh and Print
Refreshing the screen will show any reports currently available.
Print List will show all available tasks with their description and run times.
View the Logs
Viewing the logs will bring up the Scheduler Logs. This will go into the detail of how the report ran specifying any errors that may occur. This can be refreshed at any time showing progress of an ongoing report.
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