› Equitrac › Scheduled tasks › Schedule a report task

Schedule a report task

To add a scheduled Report task, do the following:

  1. In System Configuration, select Scheduled tasks in the left menu.
  2. Select Report from the Add scheduled task list to open the Add Scheduled Task page.
  3. Enter a Name and Description for the task.
  4. Select from the Run if missed checkbox to the task runs immediately when the system is back online.
  5. Clear theSuspended checkbox to run the task at the scheduled intervals. See Suspend a task for details on suspending a task.
  6. Select the desired report from the Report name list.

    7. Only standard and customized site reports appear in the report name 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.

  7. In the Report destination section, select either Email or File as the report destination.
  8. If you select Email, do the following:
    1. Under Attachment, select one or more attachment file type.
    2. In the To field, enter the email address of the recipient, and click the Add button to save the email address to the listbox. Continue to add more email addresses as desired to populate the listbox.
      Once the listbox is populated, the list of available saved email addresses displays when the To field is selected. Alternatively, you can type in the To field to display addresses that match those characters.
      An email address can be edited or deleted from the list by clicking the Edit or Delete icon next to the appropriate address.
    3. Enter a Subject and Message (optional) for the email.
      To send the report using email, ensure that the SMTP mail server is configured. For more details, see Configure the mail server for email notifications
  9. If you select File, do the following:
    1. Select the File type.
    2. Enter the Path\filename for the report, or click the ellipse button to select a destination.
  10. Under When to Run schedule the task to occur either once, every day, every week, or monthly.
  11. Choose a Start date from the calendar, and enter the Start time for the task to run.
  12. Click Save to save the scheduled task.