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.
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. For a list of tasks
Source code
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.
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.
A start 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 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.
Edit a Task
Remove a Task
Run Now
Refresh and Print
View the Logs
--list of tasks set this up me
Tasks
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