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Reports run on schedule

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Pega Platform provides a functionality to schedule a report to run on a specific date and time. For example, you can retrieve data about bugs resolved within a specific time slot to analyze productivity of the team.

You can schedule a report to run by completing a schedule task form that consists of the following sections:

Task Definition

Task Name
Label of the scheduled task. Supports only letters, numbers, and the underscore character.
Task Description
Short summary of the report.

Task Scheduling

Time of Day
Select what time the report runs. The time corresponds to the time zone set for the server that runs the Pega Platform.
Recurrence – One-Time only
Run the report once. Specify the date in the on field.
Recurrence – Recurring task
Run the report at specific intervals. In the Recurrency information section, select when the report run starts, and how often the report run occurs.
End date
Select when to finish the report run.

You can run the report indefinitely, specify the exact number of runs, or specify the end date.

On error, retry
Rerun the report if errors occur. You can set the interval and the maximum number of attempts.

Task Output Processing

Output File Format
Specify the report file format. You can choose between PDF file format, and Microsoft Excel file format.
Reports in the PDF format do not include charts.
Enable authorized users to subscribe to task notifications
Allow other users to subscribe to the report.
Send Notifications to the following users
Specify a list of users that receive a copy of the report.
Attach output to notification
Attach the report output file to the notification e-mail that subscribed users receive when the report runs.
Embed link to output in notification
Embed a link to the report output file in the notification e-mail that subscribed users receive when the report runs.
Configure Notification Message
Specify the content of the notification that the subscribed users receive when the report runs.

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