Creating a report delivery task

You can create a task that will deliver selected reports.

To create a report delivery task:

1. Go to MONITORING & REPORTING → REPORTS.
2. [Optional] Select the check boxes next to the report templates for which you want to create a report delivery task.
3. Click the New report delivery task button.
4. The New Task Wizard starts. Proceed through the Wizard by using the Next button.
5. On the first page of the Wizard, enter the task name. The default name is Deliver reports (<N>), where <N> is the sequence number of the task.
6. On the task settings page of the Wizard, specify the following settings:
   1. Report templates to be delivered by the task. If you selected them at step 2, skip this step.
   2. The report format: HTML, XLS, or PDF.

      The wkhtmltopdf tool is required to convert a report to PDF. When you select the PDF option, Administration Server checks whether the wkhtmltopdf tool is installed on the device. If the tool is not installed, the application displays a message about the necessity to install the tool on the Administration Server device. Install the tool manually, and then proceed to the next step.

   3. Whether the reports are to be sent by email, together with email notification settings.
   4. Whether the reports are to be saved to a folder, together with the corresponding settings.

      After you enable the Save reports to folder option, you must specify a POSIX path to the folder. If you want to save the reports to a shared folder, you also have to select the Specify account for access to shared folder check box, and then specify the user account and password for accessing this folder.

      If you select to save the reports to a shared folder, you have to ensure the access to this folder from the device with Administration server installed. For detailed information, contact your system administrator.

      When saving the reports to a local folder, credentials are usually not needed since the account under which the Administration Server is running has the access to this folder. If necessary, you can specify the user credentials at the Selecting an account to run the task step of the wizard.

      Regardless of the folder choice, you can also select the Overwrite older reports of the same type check box if you want the new report file to overwrite the file that was saved in the reports folder at the previous task startup.

7. If you want to modify other task settings after the task is created, on the Finish task creation page of the Wizard enable the Open task details when creation is complete option.
8. Click the Create button to create the task and close the Wizard.

   The report delivery task is created. If you enabled the Open task details when creation is complete option, the task settings window opens.

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