Question
How do I schedule a report from Designer Studio
I have created a report in Designer Studio that I wish to run automatically and export to an xlsx file. How do I setup a scheduled task? I have never done this before.
***Edited by Moderator: Pooja Gadige to update platform capability tag***
Blue Cross Blue Shield of Michigan Inc
US
No, and I may be misunderstanding or not making myself clear. I'm running Report Designer in a browser, so when I right-click on the report, all I get is the browser right-click menu.
Pegasystems Inc.
IN
In addition to what Marc has suggested, you can also refer the following article for more information about scheduling reports:
https://community.pega.com/knowledgebase/articles/reporting/84/scheduling-reports
Aaseya IT Services Pvt LTD
SA
You can do this from Case Manager Portal. From Designer studio, you can update a schedule, not sure if you can create one.
One way to do this with Designer studio, is to add "Report" page to your portal and then perform the same action from there. But you need to do some development from your end. Best to do it from Case Manager Portal