Sample of a weekly Schedule Task

1. Background

If you are a classmate in the sales department, you need to make a weekly "sales report" for all sales colleagues and directors to view. This work takes up a lot of your time. And FineBI 's dashboard can replace traditional daily and weekly reports. How to use FineBI to automatically update data and send weekly emails to help you free yourself from this tedious and repetitive work?

2. Ideas

Create a weekly report dashboard, set the refresh frequency of the data table to once a week, and use the "Task Schedule" function to send emails to the director and other colleagues.

1. Prepare the weekly report dashboard

For the convenience of the example, here we use the demo dashboard "Sales Director Real-time Dashboard" as the weekly report dashboard, as shown in the following figure:

2. Set timed update

Set up regular updates for the data table used in the weekly report to ensure that the weekly report sent out each time is the latest data.

1) The weekly report in this example uses the data table in the "Retail", so you can set a regular update once a week for the "Retail". As shown below:

2) Set the data table to be updated at one o'clock in the morning every week, as shown in the following figure:

3. Send weekly emails regularly

1) Enter the timing scheduling page. Set the task name to "Weekly Sales Report", and set the default user group to "Sales Department". As shown below:

After the default user group is set, all users in the default user group will be notified when the notification is scheduled regularly; the user information of the user group must include their corresponding mailboxes, please refer to: User Settings

2) Set the scheduling object as the "Sales Weekly" dashboard, as shown in the following figure:

3) Set the scheduling period and execute it every Monday at 9:00 am, as shown in the following figure:

Dashboard data starts to update at 1AM, and execution is complete by 9AM. Sending emails at this time will not collide with the update time.

4) Set up email notification, emails will be automatically sent to users who have email information in the "Default User Group". You can also manually enter the email address in the recipient field, as shown in the following figure:

4. Mail effect

As shown below:

After the task is completed at the specified time, you can click "Run Monitoring" on the defined task interface to view the execution log of the scheduled task: