Once you create a scheduled task in Wyn Enterprise, the run result of the report is automatically generated at the specified time or interval in the chosen file format. You can share the result by sending an email to the designated email address, storing it on the system server, or keeping the result at a shared location.
In Wyn Enterprise, a scheduled task can be set to manual, one-time, or scheduled depending on your requirements. For each execution mode, there is a different set of fields that should be specified for a scheduled task to run successfully. You can also add the saved filters in the report while scheduling. Instead of defining the parameters every time, you can use preset filters to match the filters used in report preview. For more details, please have a look at the below sections.
This section describes how to set up a report that automatically generates on a recurring basis, like daily, weekly, monthly, or yearly.
Note: For successful task execution, make sure that the report worker service is running in the background, else the scheduled task will fail to execute. To get the status of the report worker service, navigate to the Node Management page on the Admin Portal.
Note: If the chosen template has predefined settings for the export format or delivery method, then their corresponding fields like Export Format and Delivery Method are set to default values as specified in the template, and hence can't be modified.
In case your report contains any parameter(s), you need to enter valid parameter value(s) or set the value(s) to default. Else, a message saying 'Invalid Parameters' will be displayed.
You have a Filter option to select the saved filters. Select any filter from the list.
It will auto populate the parameter values.
Note: If the filter is updated/modified, the new settings of the filter will be displayed for the subsequent scheduled task executions.
If the delivery method is not specified in the schedule template, then select an appropriate method like email, local storage, file share, and application message from the Delivery dropdown, and set its corresponding fields. If you choose 'Email' as the delivery method, then specify the recipient email address, the reply-to email address, the subject line, and the body message for the email. You can also control how to share the result on the email by either sending it as a file attachment or providing a link in the email body to download the result.
Note: Use comma(s) to separate multiple email addresses.
If you choose 'Local Storage' as the delivery method, then specify how to store the result on the system server - permanently, until a specific date, or once the defined period expires. If you choose 'File Share' as the delivery method, then specify the file name and the shared location for storing the result. If you choose 'Application Message' as the delivery method, then specify the application name, and the subject, body, and recipients for the message. You can also specify how to share the result in the application message, either in the form of an attachment link or a download link.
To manage a scheduled task, click the Actions button in the Tasks tab. You can use this button to disable, edit, duplicate, or delete a scheduled task.
The below section describes the fields available for the different task execution modes supported in Wyn Enterprise - manual, one-time, and scheduled.
Note: MS Teams does not support deployment on public network due to multi-factor authentication. However, you can use email to send notifications to channels.
For the manual execution mode, you need to specify the following fields in the Info panel.
For the one-time execution mode, you need to specify the following fields in the Info panel.
For the scheduled execution mode, you need to specify the following fields in the Info panel.
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