Email Reports Task Type Example

This task requires System Access to the Task Manager in Setup > System AND SMTP must be configured.

Use the Email Report task type to email system Reports to any person, or a group of people using a group email address. This task allows you define and save data specific reports such as, an Overtime report for the past 180 days, a Cost report for Area 1 and Swing Shift, a one-time Shift Trade Report created today for some date range in the past to be delivered at a future date.

Note:
Only checked records display in reports.
  1. Go to: System > Task Manager
  2. Click Add
  3. In Name, label your job. Use the description area to enter additional information if needed.
  4. Leave remaining and default settings as is.
  5. Click the Task tab to create a task.
  6. In Name, label your task.
  7. In Task Type, select Email Report.
  8. In File Name, type a file name for this report.
  9. In Email Address, type the recipient’s email address.
  10. In Report Parameters, click on the icon (far-right) to launch Build Report.
  11. In Build Report, select the desired report.
  12. In Date Selection you may use Calendar Dates or Dynamic Dates. For example, a dynamic date of From* TODAY-15daysand Through* TODAY-1DAY will dynamically populate the Report’s From and Through date parameters for the last 14 days, excluding today.
  13. Configure the remaining fields as needed. Use Limit By filters to obtain specific data in your report. Be sure to review the items listed in the Limits panel before you save the Report.
  14. Click Save.
  15. Optional -click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.
Parent topic: Task Manager