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.

Note: 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.