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Distributing reports across your organization

Updated on November 29, 2022

Keep software development teams, product owners, and other stakeholders updated with the current status of your robotic workforce.

You can create a task to automatically run a report at a specific time and then regularly distribute that report as a PDF or Microsoft Excel file attached to an email message.
  1. In the navigation pane of Pega Robot Manager, click AnalyticsReports.
  2. For the report that you want to schedule, click the Gear icon and select Schedule, as shown in the following example:
    Selecting a report to schedule
    You can open the menu for scheduling a report by clicking the Gear icon on the report tile
  3. In the window that opens, configure the settings in the Task Definition, Task Scheduling, and Task Output Processing sections.
    For example: You can configure Robot Manager to run a monthly report on unattended robots and to send that report to a group of users, as shown in the following figure:
    Configuring report scheduling settings
    You can configure a number of settings to run a report at specific intervals and send that report to selected operators.
    For more information, see Schedule task form.
  4. Confirm your settings by clicking Submit.

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