Scheduled Tasks: Report Distribution

You can schedule the distribution of a scheduled PeopleStage report, optionally appending the date to the filename, and with or without an accompanying email message.

1. Open a new scheduled task as shown in the Scheduled Tasks topic

2. From the Task tab select Report Distribution from the drop down box

   The display items are as follows:

Function	Description
Report Collection	Use the drop down to select the required report.
Output File	Use the Browse button to navigate to where the output file should be placed.
Append Date To Output Filename	Use the drop down options to append the Run Date or System Build Date to the filename.
Date Format	Use the drop down to select one of the predefined date/datetime format options to use in the filename or, alternatively, select to user define and enter the required format. For user-defined date formatting options see Scheduled Tasks: User-defined appended date formatting
Zip Output File	Tick this box if you wish to zip up the output file.
Encryption Password	Enter an optional encryption password if you have ticked the zip output file box.
Email Output Options	Use the drop down options to decide if you want to send an email message or an email message with the output file attached.  Click on the Modify Email... button to enter the email addresses of the recipients and the message you want to send.
Send Email To Task Owner On Error	Optionally select to send an email notification to the task owner if an error occurs. Click on the Additional Emails button to add further recipients.
Upload to FTP server	Tick this box and enter the URL of the FTP server to which you want to transfer the output file.

3. Click on the Notes tab and enter any information you want to record against this task

4. Click on the Schedule tab and complete as necessary- see the topic Scheduled Tasks: Scheduled Settings for an explanation of the options

5. Click OK

 

Return to Scheduled Tasks overview.