Scheduled execution reporting and embedding

Scheduled Execution #

Regular updates on how your KPIs are changing and keeping track of your team’s performance/progress is critical. On Gathr Analytics, you can create schedules to update the KPIs made using your data.

Schedules can be recurring daily, weekly, or monthly. You can also schedule PDF report generation and embed your Editable App at a planned time in the future.

How to schedule an Editable App #

To schedule an Editable App, follow the steps mentioned below.

1. Open the Editable App and then select File Menu > Schedule > Editable App.

2. Enter details in the ‘Add Schedule’ dialog box:

• Start date-time: The first kick-off of the schedule

• Recurrence Pattern: Choose from the drop-down list

• Frequency: Based upon the recurrence pattern selected in the previous step, you can define recurrence frequency. For e.g., for monthly recurrence patterns, you can define to run the schedule after every two months.

• End recurrency by: You can specify “No End Date” or “End By Date” to define the date when the schedule will expire.

• Other actions on schedule completion:

  • Embed

  Select this checkbox to automatically Re-embed the Editable App upon completion of the scheduled execution.

  • Generate PDF Report

  Select this checkbox to automatically generate a PDF report of this Editable App upon completion of the scheduled execution. After selecting this checkbox, you can specify the pages to be included in the report.

  • Send Mail (On Embed or PDF Report Generation):

  Select this checkbox to send an email after the Editable App has been embedded or PDF has been generated on the scheduled execution. After selecting this checkbox, provide the Email ids of recipients and Subject of the email that will be sent to these recipients.

3. Click Add to create the schedule.  

Note: To understand “Include complete data” option please refer to Create PDF Reports.

When the Editable App is executed as per the schedule, you will receive a notification. The following figure displays the notifications generated for scheduled Editable App execution, report generation, and embedded Editable App.

The users will also get an email containing the embed and report details, as shown in the following figures.

An email with Embed Details #

Publish Details

An email with Report details and attachment #

Report Details

Manage Schedules #

Right-click on the Floor, Select Scheduler > View Schedules to view the schedules.

You will get the details of the schedules for the Editable App such as Recurrence Pattern, Creation details.

Manage Schedules

Right-click on a Job Name and select Scheduler option to do the following operations:

• Delete Schedule

• Edit Schedule

• Get Schedule Details

Manage Schedule Options

You can Edit and Delete the schedule, as required. You will get the Schedule Details such as Editable App Name and Execution Start and End Time, Failure Reason and Current State.

Get Schedule Information

View History #

Select File Menu >View History to get the history of execution of the current Editable App.

View History