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.

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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.

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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 (Below are a list of Processes). This will be the main report type that will display.

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 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.

Once the info

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Edit a Task

Remove a Task

Run Now

Refresh and Print

View the Logs

--list of tasks set this up me

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Tasks

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