Creating a smart task

As a reporting reporting user, if you are assigned multicast permissions, you can create smart tasks and assign them to single or multiple users.

A smart task is a task with reports attached to it. 

Do the following:

1. Log in to TrueSight Smart Reporting - Platform as a component administrator.
2. Open the report that you want to broadcast, and click  on the main navigation bar.
3. Click Create New and select Smart Task.
4. Enter a title and a description for the task.

1. In the Requestor field, select the requestor for the task.

1. In the Assignee field, select one or multiple asignees for the task.
2. In the Subscribers field, select users to be notified when the task is created. The task is not assigned to subscribers.

1. Select the task priority.
2. If your report contains filters, select the filters in the User Prompts Filters field.
   • Default Filter Values
   • Current Filter Values
   • Bookmarks

3. Add the alert delivery rules.

   Do the following:

   1. Click Add Alert Delivery Rules.
   2. Create a rule based on one of the following conditions:
      • One or more rows must match. For example, is there a transaction less than $1000.
      • Aggregate against entire result set. For example, are the total sales less than $100000.
   3. Click Add Field and select the field that you want to apply the condition on. You can add multiple conditions.
   4. Click Submit. The rule is displayed on the Broadcast window.
4. Select the Frequency depending on your requirements.
5. Click Advanced Settings.

1. • Limit Schedule Period—Limit the schedule to run only within a set period.
   • Failure Notification—Define an administrator user to be notified if the broadcast schedule fails.
2. Click Submit to list the broadcast.