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If you are an enterprise user, you may face such a situation where reports need to be generated and published regularly, and have to do repetitive tasks regularly to obtain the required reports.
You may need to send questionnaires to customers regularly, and submit them to the database after customers fill in relevant information.
FineBI allows you to easily and quickly set up tasks, such as daily, monthly, quarterly, and annual reports.
You just need to set scheduled tasks, and the server will automatically complete the set tasks at the specified time.
FineBI supports scheduled report generation, scheduled data conversion, and scheduled sending of emails, SMS, and app notifications. It also allows specifying templates to generate directories, and viewing report generation results with a Web browser.
The admin logs into FineBI, and clicks Manage > Task Schedule to go to the Task Schedule interface.
The admin can access http://{IP}:{port number}/webroot/decision/timer, and enter the admin's account and password to directly access scheduled tasks.
The execution process of the scheduled task is shown below:
1. When a scheduled task starts, first a conditional judgment is performed. If the judgment is true, a snapshot is generated. If the judgment is false, the system will check whether a restart has been set.
If restart is set, the scheduled task will be delayed to restart.
If restart is not set, the scheduled task will end directly, and the task execution will fail.
2. If the snapshot is generated successfully, the next step will be the attachment sending. If the generation fails, the system will check if task restart is set.
3. Attachment Sending
If the attachment is sent successfully, the scheduled task will be considered successful, and the task will end.
If the attachment fails to be sent, the scheduled task will fail and end.
Setting a Scheduled Task
Task Settings
Detailed introduction to the four operation steps when
setting up scheduled tasks
Task Management
Monitoring and management of execution process and
results of scheduled tasks
Conditional Judgment
Perform a validation check before executing the scheduled
task. If the condition is not met, the task will not be
executed or the validation check will be executed again
after delaying.
Component Warning
If abnormal values appear, the project actively notifies
relevant personnel.
Expression Setting
Introduction to the cycle of the scheduled task. Supports
using cron expressions.
Supported Formulas
Detailed introduction to the formulas (used during the
process of setting scheduled tasks) and their usage
Generated Attachments
Attachments generated after the scheduled task is
completed
File
Processing in Task
Schedule
Task Schedule supports multiple file processing methods which require different
prerequisites. The task setting process is also different.
When you select BI Template as Dispatcher Object, only two processing
methods are supported: Email Notification and Client Notification.
When you select No Dispatcher Object as Dispatcher Object, only four
processing methods are supported: Platform Notification, Email Notification,
SMS Notification, and Client Notification.
When you select Multiselect report template as Dispatcher Object, only one
processing method is supported: Email Notification.
When you select Report Template as Dispatcher Object, all processing
methods are supported.
Scheduled Calculation
Scheduled calculation is the process of generating result
reports (CPR files) and other attachments, which is
selected by default and cannot be changed.
Mounting Platform
After the scheduled task ends, the generated result report
will be mounted to the directory of the decision-making
platform.
Platform Notification
After the scheduled task ends, the system will push
generated result reports to users of the decision-making
Email Notification
generated result reports and attachments to the mailboxes of users of the decision-making platform.
SMS Notification
After the scheduled task ends, the system will send text
messages to the mobile phones of users of the decision-
making platform to remind them to check.
Client Notification
generated result reports to the App, HTML5 client, and
other clients of users of the decision-making platform.
FTP Upload Attachment
After the scheduled task ends, you can upload result
reports and attachments generated by the task to the server via FTP Upload Attachment.
SFTP Upload File
After the scheduled task ends, you can upload generated
result reports and attachments to the server via SFTP
Upload File.
Custom Attachment Processing
After the scheduled task ends, you can customize the
upload method of result reports and attachments.
An Example of Task Schedule
Daily Reports of
Scheduled Tasks
Generate data at a fixed time interval every day.
Monthly and Annual
Reports of Scheduled
Tasks
Sales performance of each branch is recorded on a fixed
time period every month, or at the end of the year.
Scheduled Data Entry
Scheduled operations of data loading, collection, and entry
into the database
Scheduled Submission of Reporting Tasks
Push the reporting template to employees regularly, and
employees need to manually enter and submit data.
Email Preview Report
Content Image Display Plugin
After installing this plugin, the report content will be
displayed in the email body in image format by default.
Permission Control of Task Schedule
Dynamic Email Sending
Regularly send emails with different content to different
people.
CPR File Content
Permission Control
Users can only see their own information, for example, they can check their own salary at the end of each month.
FAQ of Task Schedule
Common Problems
Introduce some errors and solutions for scheduled tasks.
Prompts for Abnormal
Time Zones
The time zone of the engineering server is inconsistent with that of the browser, resulting in a deviation in the execution time of scheduled tasks.
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