This guide shows you how to schedule tasks (reports) in effectmanager.
In effectmanager, you can schedule all POS and Promotions reports for automatic send-out. This functionality in effectmanager is of great use if you, for example, need a weekly report for your sales reps.
In this guide, you can find answers to the following:
- How to Schedule a Task in Settings
- How to Schedule a Task in Reports
- How to Schedule a Recurring Task
Schedule a task in Settings
To the top of the article
In effectmanager, go to Settings and find Scheduled Tasks in the menu on the left.
To add a task this way, you must use saved filters.
If you need a guide that shows you how to save a filter, please see our guide How to use filters in effectmanager
1. In the Scheduled task, you can create a task by pressing Add.
2. Fill out the information for the task and press Next.
Name: Name of the task. It could be the name of the report sent by mail. Mandatory
Send to: Choose your preferred method for delivering the report: either via email or by sending it to an FTP server. Depending on your selection, you will be prompted to select either the email addresses for recipients or the necessary FTP credentials. Mandatory
Pro-tip: If you have an agreement with effectmanager, you can also select to send the data export to an FTP server or an email used to integrate data into your systems. For detailed instructions on configuring this feature, please refer to our setup guide.
Description: You have the opportunity to provide a brief description of the task, which will be included in the email notification.
Task type: Choose the report you wish to schedule for distribution. This step is mandatory.
Use stored filter: Is preselected when using the Schedule task
Stored filter:
Select the saved filter you want to use for this report. Mandatory
Language: Choose your preferred language for the report. Currently, we provide options for Danish and English. If no selection is made, the report will default to the language settings configured in effectmanager.
3. At this step, you should determine the frequency with which you would like the task to be executed. You can choose to have it run just once or set it up as a recurring task. After making your selection, proceed by clicking Next.
🔴OBS! If you schedule a weekly POS report, your POS data must be uploaded before the execution time. If POS data is not uploaded, the report sent by email will be empty.
4. To complete the scheduling process, specify the start and end times for the task, and then click on Save. Remember that the Start time should be set before the execution time you established in the previous step. Additionally, you have the option to set an expiration date for the report by selecting the Expires checkbox.
👍 Pro-tip: Your recurring tasks will be shown on the list in Scheduled tasks, but one-time tasks will not be shown on the list when you create them.
You can edit, delete, start, stop, and execute all your tasks by selecting it and using the menu buttons in the top menu.
Schedule in the Report module
In effectmanager, navigate to the Reports module and choose the report you wish to schedule for distribution. You can either specify your filtering criteria or opt to utilize a saved filter for the report.
👍Pro-tip: If you want to schedule a recurring task, you must use a saved filter.
1. When the report is loaded, press Schedule.
2. In the pop-up window, you can now input the information for the Scheduled task. Move on to execution by pressing Next.
Follow Steps 3-4 above to finish scheduling your report.
Name: Name of the task. It could be the name of the report sent by mail. Mandatory
Send to: Choose your preferred method for delivering the report: either via email or by sending it to an FTP server. Depending on your selection, you will be prompted to select either the email addresses for recipients or the necessary FTP credentials. Mandatory
Pro-tip: If you have an agreement with effectmanager, you can also select to send the data export to an FTP server or an email used to integrate data into your systems. For detailed instructions on configuring this feature, please refer to our setup guide.
Description: You can make a short description of the task.
Task type: This is preselected based on the report.
Use stored filter: If you want to use a stored filter instead of the filtering criteria you selected for this report, check the box and select the stored filter. Leave the box unchecked if you want to use the filtering criteria from the report.
Stored filter: By default, this option is not selected when using the Schedule feature in the Reports module. To successfully schedule a recurring task, it is necessary to use a stored filter.
Language: Select the language that you want for your report. For now, we offer Danish and English. If nothing is selected, it will use your language settings of effectmanager.
Recurring Tasks
In effectmanager, you can schedule recurring tasks. This feature is particularly advantageous for organizations that require reports to be distributed at regular intervals within their teams. When you want to schedule a recurring task, you have to use a Saved filter.
If you did not select the "Use Stored Filter" option in Step 1, you will be unable to select any recurring tasks in Step 2, and you will encounter an error message. To resolve this issue, please return to Step 1 and ensure that you select a Stored Filter.
