Create a Report and Email it Through a Job

Last Updated: 07/20/2016 Introduced in Verision: 2.0
The portal enables a report to be generated according to a schedule and emailed to users and groups having accounts in the portal. To run a job that will create a report and email it to your users follow the instructions below.


In this example, a report of current insurance policies will be emailed daily, Monday through Friday, at 8:00 a.m. to two accounts. This example assumes the report already exists.
From the System > Jobs And Events folder, select Schedule Jobs. Click on Add Schedule Job.
scheduled jobs


Select Send Report Job and click Next.
Configure the email by selecting the report to send, and its recipients. Click Next.


Configure the job information, giving the job a name, and run parameters.
  • Requeue Failed Action – will attempt to run the job again when it fails;
  • No. of Attempts will requeue the job based on the number entered.
  • Create Task on Job Failure – will create a task for the Administrators group to notify them of the failure.
  • Run Job on Startup – will execute the job when the portal Service Host Manager service restarts.
  • Run Job on Current Server – will execute the job on the current server, instead of letting the primary job server allocate the job (this is relevant only in a clustered environment).
  • Advanced-allows the setting of a job run queue
Select the desired interval for executing the job and click Next.


Set the schedule for the job.
  • Hour field – Specifies the hour on which the job executes, according to a 24-hour clock. It will take into account the timezone set for the default location in System > Location.
  • Minute field – Specifies the minute on which the job executes
  • Run [week day] – Specifies the weekdays on which the job executes
  • Respect Business Days for Selected Days – When checked, the job will only execute on those days deemed as business days for the default location in the Business Hours > Work Days setting under System > Locations, regardless of the Run [week day] values selected.


Click on Finish.
When the job successfully executes, an email is sent to the recipients with the report data attached as .PDF and .CSV.

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