Scheduling Reports in Task Scheduler

Although Exporting Data is possible in the transactions area of the platform, it is limited to exporting your current data set. By using the Task Scheduler area, it is possible to export a wider range of data. Below is a slide breaking down the key areas to consider:

To access the Task Scheduler, you will need to look under Settings > Task Scheduler.

In the image above, you can see the top half of the page displays the Task Scheduler template which you will need to complete and save to create a new scheduled report. The bottom half of the page contains a list of all the reports that have already been created as scheduled tasks.

To schedule a new task, you will need to complete the template:

The image above displays a mock-up of a completed template. You will need to:

• Name the task - make this obvious in it's purpose

• Select a template type for your report from the list of options: Seller Rec - Standard, Seller Rec - 8 Digit TRA, Seller Rec Failures - Standard, Seller rec failures 8 Digit TRA, Transactions Remittance, Companies

• Output file name - this is the name of the document itself, again you should make this obvious in its purpose

• Output file format - the format you wish the file to be delivered in, for example csv

• Period - you need to select the period the data includes, this ranges from a day up to all data. The Seller Rec and Transaction reports also give you the option to run reports specific to the last collection which can be set by collection start or commit date of the transactions

• Anonymise data - additional security for data protection purposes if required (automatically applied for PEs, even if they do not select this box)

• Delivery Method - either email (in which case you will need to add any additional email addresses to where you would like the task delivered, admins of the company are automatically included) or sFTP (visit Upload by Data Delivery Methods for more information on configuring this). If you wish to schedule a task without a delivery method, you can leave this blank and run the task with a download to your machine on an adhoc basis (see details at the bottom of the page). Reports with sFTP delivery get delivered to the Data=> Exports folder on the sFTP server.

• Task Run Time - when do you want the task to start running and end. If you would like the task to run continuously without an end date, leave the end date blank

• Time of Day - set the time of the day to you wish to receive your task data

• Weekly or Monthly - set the frequency

• Recurs every week on - set the days of the week you wish to receive the task data on, you can select as many days as you wish

• Save -you must ensure you save your completed template to schedule the task

Once you have completed and saved your template, the scheduled task will appear in the grid at the bottom of the page:

In the grid area you can manage the columns displayed through the column button and also export a list of scheduled tasks.

In the first column, you can see 4 actions available to the user:

• You can run a one off task with immediacy using the play icon, this will deliver to your chosen method (email or FTP)

• You can download a copy of the report to your machine with immediacy using the download icon

• Edit the task template by selecting the pencil icon

• Delete the scheduled task using the bin icon.

If you need to print your data, you will need to print the file delivered to you through the scheduled task.