Scheduled jobs are a great way to get your weekly reports sent to you for usage in other third-party applications. They can be configured to your timezone to allow you to send yourself a report at a specified time in the form of an Excel or CSV file. This article will help you create and utilize scheduled jobs.
If you’d rather watch a step-by-step demonstration, see below or click here.
1. From the home page in Popdock, select the main menu and then select Scheduler.
2. Select Click here to add a scheduled job.
3. Enter a Name for the job. Then use the drop-down menus to select the Destination, Connector, List, and Favorite you want to have scheduled.
4. Select the Email tab and use the Email address field to enter in the email(s) of the recipients of the job. Use the Subject field to enter a Subject for the email that will be sent. You can select the format that the list will be sent in by using the File format drop-down. You can select CSV or Excel.
5. Select the Schedule tab to schedule when the job will run. Use the Schedule type drop-down list to select the frequency at which you want your email to be sent.
The different options for Schedule type are as followed:
Every day: The scheduled job will run at the specified time every day.
Select days of the week: The job will only run on the specified days of the week and will not run on the days that are not selected (i.e. running the job at the end of the day every Friday).
Select days of the month: The job will only run on the days selected within the month (i.e. the job only runs on the 1st and 15th of every month).
Last day of the month: The job will only run on the last day of the month at the established time.
6. In the Run job at field, enter the time you want your job to be executed at for your selected frequency.
7. Once you have finished filling out each section of the Add job modal, click Add and the job will be run at the designated time.
If you want to test the job to make sure it works, you can click the start button to run the job instantly as well.
Questions? Don’t hesitate to contact us at support@eonesolutions.com
