Tasks

A task is an individual “thing to do” in the system. Currently we only support the emailing of reports, but we plan to expand to many other task types. At the top level, the only information needed to create a task is the description of the task, and the type of task you wish to create. Once saved, other tabs will appear on the screen based on the task type.

Report Information Tab

This tab is shown when creating a "Run Flex Report" Task Type. This tab gives you the ability to select options based on the emailing of the report. It also allows you to select the reports you wish to run and if you wish to execute any FixSQL embedded in that report.

Note the following rules / limitations:

  • Any FixSQL that you add must not include the ~SelectedKeysToRunFixOn~ parameter. Scheduled reports assume that all rows in the report will be selected for the Fix, so the FixSQL itself can be built to include all these rows without the use of the ~SelectedKeysToRunFixOn~, thus making the report more efficient.
  • You can execute more than one flex report in the running of a task, if one report fails, that task does not fail. It will generate a separate email explaining the failure. If you have no results, the Email Report With No Rows option must be set.
  • You can only schedule reports with either a) no parameters or b) all parameters are optional or have a default value.