Overview
Version
| Report Server Version | Functional Change |
|---|---|
11.0 | / |
11.0.1 | 1. The Print File method is deleted in File Processing. 2. Retain Only Latest 1 Times is selected by default under Schedule Object > File Processing. |
Application Scenario
You, as an enterprise user, may face situations where reports need to be generated and published regularly, which requires you to perform repetitive tasks periodically to obtain the required reports.
You may need to regularly send questionnaires to customers and submit the information to the database after the questionnaires are filled out.
Function Description
FineReport allows you to easily and quickly set tasks, such as daily, monthly, quarterly, and annual reports.
You just need to set a scheduled task, and the server will automatically complete the set task at the specified time.
FineReport supports scheduled report generation, scheduled data conversion, and scheduled sending of emails, SMS, and app notifications. It also allows you to specify directories where reports are generated and view report generation results with a web browser.
Function Entry
The following two entries are available to access the Task Schedule page.
1. Timer (op = fs)
Log in to the decision-making system as the admin, and choose System Management > Task Schedule to go to the Task Schedule page.
2. Timer (Independent Timer)
Access http://IP address:Port number/webroot/decision/timer as the admin, and enter the admin name and password to go to the Task Schedule page.
Note:
Execution Process
The following figure shows the execution process of scheduled tasks.
1. When a scheduled task starts, first a condition judgment is performed. If the condition is met (true), a snapshot will be generated. If the condition is not met (false), the system will check whether the restart has been set.
If the restart is set, the scheduled task will be delayed and restarted.
If no restart is set, the scheduled task will end directly, leading to a failed task execution.
2. If a snapshot is generated successfully, the next step will be attachment sending. If the generation fails, the system will check whether the task restart has been set.
If the restart is set, the scheduled task will be delayed and restarted.
If no restart is set, the scheduled task will end directly, leading to a failed task execution.
3. Check whether the attachment is sent successfully.
If so, the scheduled task is completed successfully, and the task ends.
If not, the scheduled task fails, and the task ends.
Index
| Chapter | Section | Description | Reference Document |
|---|---|---|---|
Task Schedule Setting | Task Setting | The four steps of task schedule setting are described in detail. | |
Task Management | The task schedule execution process and results are monitored and managed. | Task Schedule Management | |
Condition Judgment | A validation judgment is performed before a scheduled task is executed. If the condition is not met, the task will either not be executed or be delayed for another validation before execution. | ||
Expression Setting | The task schedule cycle can be set using cron expressions. | Expression Setting for Task Schedule Execution Frequency | |
Supported Formula | The formulas and their usage during task schedule setting is described in detail. | ||
Generated Attachment | Attachments are generated after a scheduled task is completed. | ||
Task Schedule File Process | Task Schedule supports various file processing methods which have different prerequisites, and the task setup process varies accordingly. | ||
Timed Calculation | Timed Calculation is the process of generating result reports (CPR files) and other attachments. Time Calculation 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 platform. | ||
Email Notification | After the scheduled task ends, the system will push generated result reports and attachments to the mailboxes of users of the decision-making platform. | Task Schedule Email Notification | |
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. | ||
Attachment Upload by FTP | After the scheduled task ends, you can upload result reports and attachments generated to the server via FTP. | ||
| Attachment Upload by SFTP | After the scheduled task ends, you can upload result reports and attachments generated to the server via SFTP. | Attachment Upload by SFTP | |
Custom Attachment Processing | After the scheduled task ends, you can customize the upload method of result reports and attachments. | Custom File Uploading to Disks | |
| Word Report Plugin | After the plugin is installed, the report content can be automatically generated and pushed to relevant users by Task Schedule combined with Word reports. | Setting Scheduled Tasks for Word Reports | |
Task Schedule Example | Scheduled Task - Daily Report | Data of a specific time period is generated every day. | |
Scheduled Task - Monthly and Annual Report | Sales performance of each branch is recorded in a fixed time period every month, or at the end of the year. | Scheduled Task - Monthly and Annual Report | |
Scheduled Data Entry | Data operations such as loading, summarizing, and data entry into the database are performed periodically. | Scheduled Data Entry | |
Scheduled Sending of Data Entry Tasks | Data entry reports are periodically pushed to employees who need to manually enter and submit data. | ||
Plugin for Displaying Report Content as Images During Email Body Preview | After this plugin is installed, the report content in the email body will be previewed in the image format by default. | ||
Row-based Engine Support for Scheduler Export Task Plugin | After this plugin is installed, scheduled tasks support row-based engines and allow attachments to be exported in Word, Excel, and PDF formats. | ||
Task Schedule Permission Control | Dynamic Email Sending | Emails with different content are sent periodically to different recipients. | |
Content Permission Control for CPR Files of Scheduled Tasks | Each user can only see their own information, for example, they can check their own salary at the end of each month. | Content Permission Control for CPR Files of Scheduled Tasks | |
Task Schedule FAQ | Common Task Schedule Problems | Common task schedule FAQs are described. | |
Time Zone Exception Prompt During Task Schedule | The time zone of the project server is inconsistent with that of the browser, resulting in a deviation in the execution time of scheduled tasks. | Time Zone Exception Prompt During Task Schedule | |
Task Schedule Log Migration | Causes and solutions for log disappearance are described. | ||
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