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      Report Tasks in Version 2023_2

      A Guide About The Report Tasks Dashboard

      Required User Rights

      To be able to use the functions mentioned in this guide, you’ll need at least the following user rights: 3540 Menu – Report Task, 3541 Edit Report Task.

      Report Tasks 

      The Report Tasks dashboard shows a list of active reports that have been scheduled to run at a certain time. It can be found under Reporting > Report Tasks.

      • If you want to run new reports, go to the Reports dashboard Reporting > Reports
      • Recurring reports can be seen and edited under Reporting > Report Tasks
      • Report Tasks can also be edited in the Reports dashboard
       
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      Figure 1: Report Tasks dashboard

      If there aren’t any reports scheduled to be run during the chosen time period, then this list will be empty.

      Report task details can be viewed by right clicking a report and selecting Edit.

      In Edit Task, you can edit the settings of that task, including the schedule type, report format, run time, and delivery method. These settings depend on how the report has been initially set up.

      The report format can be changed by clicking on Report Format. Report Format options are pdf, csv or excel (xlsx).

      Delivery Method controls how the report will be delivered. The options are:

      1. None – the report can only be downloaded from Good Sign via Reports dashboard
      2. Email – the report will be sent via regular email as an attachment
      3. Email (zipped) – the email attachment will be zipped to control the file size
      4. Email (Zipped with Password) – opening the zip file, a password will be required
      5. Email (Zipped with Password + SMS) – the password will be delivered as a separate SMS
      6. Email (Zipped with Password + Email) – the password will be delivered as a separate email
      7. Email (URL link) – the file will not be sent, only an URL that will require signing into Good Sign
      8. SFTP – the report will be sent to an SFTP server target directory
      9. File copy – a copy of the file will be sent to an existing location

      Report Scheduling determines the time frame for the report. The selection

      can be changed from Schedule Type. The options are:

      1. Ad hoc – one-time report runs immediately
      2. Once – report runs only once at a desired time
      3. Daily – report runs daily
      4. Weekly – report runs weekly
      5. Monthly – report runs monthly
      6. Disabled – The report is disabled and isn’t in use anymore. This option can be used to disable the report for good, but it can also be used to pause a report cycle
      7. On demand – report is run only on demand. For special cases
       
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      Figure 2: Disable Report Task

      By selecting Disable in the report from the Scheduletype, the report will be disabled and won’t be visible in the Report Tasks dashboard anymore.