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In this blog, I am going to explain how to schedule a report execution. The steps are as follows:

  • Click on Setup button on the top right corner of the screen

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  • Go to System setup tab and click on Scheduled tasks

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  • Click on New button in the Scheduled Task

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  • Select Report Execution Task from the list and press Continue

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  • Give the details for the Report Execution Task as given below and click on Advanced Configuration Properties button

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  • Select the report to be executed and the Query Server Event Action (This includes None, Alert, PDF, CSV, Integration Export & Excel). In our case we select PDF option. You can also enter the desired selection options in the Parameter option. Also enter the desired mail recipients.

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  • Click Done in the Advanced Configuration Properties and Done in the Scheduled Task
  • The PDF version will be sent to the desired recipients when the task is triggered at the start time mentioned in the scheduled task.
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