Configure and schedule tasks in Collections

Use the task configuration module to automate report delivery or share dashboards with other users. Distributing reports and dashboards from a centralised, authoritative source promotes accurate and consistent use of data across your organisation.

Steps

1. In Collections, select Reports from the top navigation menu.
2. Select Task configuration from the left menu.
3. Select Add new task.
4. In the Task Subject field, enter a descriptive name for future reference.
5. Use the Set Time dropdowns to schedule delivery time and interval - for example: daily, weekly, or monthly.
6. Select a Job type: email attachment or FTP upload.

   • Note: If you select FTP, additional fields appear below where you can enter login credentials including host, port number, username, and password.

7. Use the File dropdown to select either Report or Dashboard, then complete the options for your selection: If configuring a Report:
   • File type: Choose from CSV, TSV, HTML, Excel 2007, SQL, or XML.
   • Report: Select the dynamic report you want to send. See Create Dynamic Reports.
   If configuring a Dashboard:
   • Dashboard: Choose a dashboard from your custom dashboard library. See Configure Dashboards in Collections.
   • Dashboard as being viewed by: Select the Collections user whose data view recipients will see when viewing the dashboard. This option allows you to share dashboards with users who do not have Collections accounts.
8. Select a CSV delimiter: comma or semicolon.
9. Select a Number formatting preference: comma or period as the decimal separator.
10. (Email only) Select a Template for the body of your message. See Create Correspondence Templates.
    • Select the Language of your template if you have created a template in multiple languages.
11. Choose whether to Compress the attachment as a ZIP file.
12. Select Representative emails when sending reports to Collections users. Enable this setting when sending reports based on accounts or documents that contain data linked to specific representatives.
13. Select the Mailbox (sender) from which your message will be sent.
14. Select Add to enter the email addresses of report or dashboard recipients.
15. Select Save.

The report or dashboard is scheduled for automatic delivery and recorded on the Tasks page.

Frequently Asked Questions

I configured a task but did not receive a dynamic report. Why?

Check that your task is configured correctly, then confirm the report contains data. Collections will not send an empty report — if the report returns no records, no email is delivered.

Related Articles

• Manage Scheduled Tasks
• Create Dynamic Reports
• Configure Dashboards in Collections
• Manage Dashboards in Collections
• Manage Dynamic Reports
• Download Basic Reports

Need Help?

If a scheduled task is not delivering as expected, confirm that the report contains data and that the task settings (time, job type, and recipients) are configured correctly. Contact the Billtrust Support team for further assistance.