Schedule a Report Task

To add a scheduled Report task, do the following:

  1. In System Configuration, select Scheduled tasks in the left menu.
  2. Select Report from the Add scheduled task list to open the Add Scheduled Task page.
  3. Enter a Name and Description for the task.
  4. Select from the Run if missed checkbox to the task runs immediately when the system is back online.
  5. Clear theSuspended checkbox to run the task at the scheduled intervals. See Suspend a Task for details on suspending a task.
  6. Select the desired report from the Report namelist.

Note: Only standard and customized site reports appear in the report name list; customized personal reports are not included. See the Reports Manager section in the Kofax Equitrac Windows System Manager Guide for information on how to save a Custom report.

  1. In the Report destination section, select either Email or File as the report destination.
  2. If you select Email, do the following:
    1. UnderAttachment, select one or more attachment file type.
    2. In the To field, enter the email address of the recipient. To email multiple recipients, separate email addresses by commas or semi-colons, without any spaces between addresses.
    3. Enter a Subject and Message (optional) for the email.
      Note: To send the report using email, ensure that the SMTP mail server is configured. For more details, see Configure the Mail Server for Email Notifications
  3. If you select File, do the following:
    1. Select the File type.
    2. Enter the Path\filename for the report, or click the ellipse button to select a destination.
  4. Under When to Run schedule the task to occur either once, every day, every week, or monthly.
  5. Choose a Start date from the calendar, and enter the Start time for the task to run.
  6. Click Save to save the scheduled task.