Learning about scheduling reports

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.
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.