Online manual

• Introduction
• Getting started
  • Main concepts
  • Installation
  • Pro version advantages
  • Pro version activation
  • First start
  • Main window
• Connection manager
  • Default connection
  • Auto detect
  • Custom connection
  • Using multiple connections
• Reports
  • Categories
  • Storage
  • Table view
  • Export
• Custom reports
  • Create custom report forms
  • Report form creation wizard
  • Filter manager
  • Filter editors - Basic types
  • Filter editors - Advanced types
• Automation
  • Task manager
  • Creating tasks
  • How to schedule a task
• Options
  • General
  • Email
  • Database
  • Export
• Troubleshooting

Creating tasks

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Task? What is it?

A task is a set of configurations, which helps you to automate the report generation process. Task configuration consists of name, connection, report form and its field configuration, and a range of report result processing options.

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Tools-->Task manager-->New task

1. Task ID

Auto-generated task ID. It is a read-only field and is used for task identification. For new a task it will be empty, because it is generated when the task is saved.

2. Connection

Connection used to execute the task.

3. Report category

Task report category.

4. Report form

Task report form.

5. Report form settings

Task report form display field settings. If it is not set, the default display fields will be used.

1. Available fields.
2. Add to display fields.
3. Remove from display fields.
4. Display fields.

6. Save report in database

Tick to save the report to the database.

7. Export reports to file

Tick to export the report to a file.

8. Export path

Enter the report export path.

9. File format

Choose an export format.

10. File name mask

Create the export file name mask.

11. Show file name example

Test the file name mask to make sure it provides the results you want.

12. Send reports via email

Tick to send the report by email.

13. Email format

Choose the report email format.

14. Email recipients

Provides email recipients.

15. Customize email form

Customize email message.

1. Email recipient.
2. Carbon Copy (CC).
3. Email subject.
4. Email message.