Automatically Publish Reports

Automatically Publish Reports

Automated publication of reports  in a chosen format can be scheduled using a Saved Datasheet.

  1. From within the Tasks grid view, either double-click on a selected task row, or click on the Edit The Edit Tasks dialogue window appears.
  2. Choose the Saved Report from the Report
  3. Select the format required from the File Format
  4. Enter the File Name including the path to the destination folder or click ... to locate or place the file on your device or within your network. You can also specify an FTP site to which the report will be exported.
  5. If you are scheduling the recurring creation of a report, check Overwrite at recurrence to replace an existing file with the output file in the destination location each time a report is generated.

Check Do not create/overwrite output file if there is no data to not create an output file if no data is found in the Saved View.

Check Send email to send the output file over email. Then enter the desired email address in the Recipient(s) field. To enter more than one email address, separate each address with a comma. Click  to add a Subject and Body to your email.

Check Embed Contents if you wish to embed the report as HTML in the body of the email.  The report output file format must be HTML.

  1. Set the recurrence interval over which you wish the Task to run.
  2. (Optional) To add sub tasks, click Add Sub Tasks (See Add Sub Tasks for more details).
  3. Click OK.
  4. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks grid view.

 

Checking tasks assigned to a Report

  1. From within the Saved Views Panel, right-click on any saved Report and select Properties.
  2. Scheduled tasks are listed.

Note

Ensure the user has entered the correct email server (SMTP) details in the DataSight Service Manager.

Email addresses must be separated by a comma, otherwise only the first recipient will receive the email with the other recipient email addresses being ignored.

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