Configuring the Report Executor task


Use the Report Executor task to perform the following tasks on the basic and helix dashboard reports:

  • Automate the creation of reports 
  • Schedule the execution of reports

The Report Executor task belongs to the Reporter task type. Multiple reporter tasks might be configured at varying frequencies to suit different operational needs. You can either use out-of-the-box tasks or add a new report executor task. 

The following image shows an example of the System tasks table showing all tasks of type Reporter.
reporter final.png

For details on the Task summary table, editing a task, and the run configuration, see Managing ETL and System tasks.

Enter the following details for the Run configuration of this task:

  • Name: Type a name for the task.
  • Deploy status: Select if the task is to be in the Test or Production environment.
  • Description: Type a description for the task.

 

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