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Creating a report delivery task

July 1, 2024

ID 176430

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You can create a task that will deliver selected reports.

To create a report delivery task:

  1. In the main menu, go to Monitoring & reporting → Reports.
  2. Select the check boxes next to the report templates for which you want to create a report delivery task.
  3. Click the Create delivery task button.

    The New task wizard starts. Proceed through the wizard by using the Next button.

  4. At the New task settings step of the wizard, enter the task name.

    The default name is Deliver reports. If a task with this name already exists, a sequence number (<N>) is added to the task name.

  5. At the Report configuration step of the wizard, specify the following settings:
    1. Report templates to be delivered by the task.
    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.

      You can specify up to 20 email addresses. To separate email addresses, press Enter. You can also paste a comma-separated list of email addresses, and then press Enter.

    4. Whether the reports are to be saved to a folder, whether previously saved reports in this folder are to be overwritten, and whether a specific account is to be used to access the folder (for a shared folder).
  6. At the Configure task schedule step of the wizard, select the task start schedule.

    The following task schedule options are available:

    • Manually
    • Every N minutes
    • Every N hours
    • Every N days
    • Every N weeks
    • Monthly
    • On specified days
    • On virus outbreak
    • On completing another task
  7. At this step of the wizard, configure other task schedule settings:
    • In the Task schedule section, check or reconfigure the previously selected schedule and set the time interval, days of the month or week, set the virus outbreak condition or completing another task as a trigger to start the task. A start time can also be specified in this section if an applicable schedule is selected.
    • In the Additional settings section, specify the following settings:
      • Run missed tasks
      • Use automatically randomized delay for task starts
      • Use automatically randomized delay for task starts within an interval of
      • Stop the task if it runs longer than
  8. At the Selecting an account to run the task step of the wizard, specify the credentials of the user account that is used to run the task.
  9. If you want to modify other task settings after the task is created, at the Finish task creation step of the wizard, enable the Open task details when creation is complete option (by default, this option is enabled).
  10. Click the Finish button to create the task and close the wizard.

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

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