Schedule reports to run automatically
When adding a task to generate a report, you must specify:
- the report type
- the desired output destination (email recipient or file location)
- the report format (HTML, XML, CSV-Unicode, or CSV-ANSI)
To email a report, you must configure Equitrac
with a mail server. See Configuring
the Mail Server for Email Notifications. You can only email
a report to a single address.
To add a scheduled Report task, do the following:
- In Web System Manager, select System Configuration > Scheduled Tasks in the left pane.
- Select Report from the Add scheduled task list to open the Add Scheduled Task page.
- Enter a Name and Description for the task.
- Select No from the Suspended drop-down list to run the task at the scheduled intervals. See Suspending a Task for details on suspending a task.
- Select the desired report from the Report namedrop-down list, and click Destination.
- In the Report destination dialog box, select either Email or File as the report destination.
- If you select Email, do the following:
- Select the attachment file type. More than one Attachment type can be sent.
- In the To field, enter the email address of the recipient. To email multiple recipients, separate email addresses by commas or semi-colons, without any spaces between addresses.
- Enter a Subject and Message (optional) for the email.
- Click OK.
- If you select File, do the following:
- Select the File type.
- Enter the Path\filename for the report, or click the ellipse button to select a destination.
- Click OK.
- Schedule the task to occur either once, every day, every week, or monthly.
- Enter a Start date and Start time for the task to run.
- Click OK to save the scheduled task.
Only standard and customized site reports appear in the report name drop-down
list; customized personal reports are not included. See the Reports Manager
section in the Kofax Equitrac Windows System Manager
Guide for information on how to save a Custom report.