Create a Scheduled Task to Cache a Report

1. On the Document Portal, select the report you want to schedule.

2. With the report selected, click the Info button on the top-right corner of the portal.

3. In the Info panel that appears, navigate to the Tasks tab and click the + Add Task button to create a new scheduled task.

   
   

   
   

   
   

4. Enter the task description in the Details field.

   
   

   
   

   
   

5. By default, tasks are manually scheduled in Wyn Enterprise. Choose Caching from the Task Type. If the Execution field is set to One-Time, then you can specify the Start date-time and Executing Timezone as per your requirement.

   
   

   
   

   
   

6. To create a task that runs at fixed intervals of time, set the Execution field to Scheduled.

   
   

   
   

   
   

7. From the Choose Template dropdown, select a suitable schedule template that matches your requirements. The list shows both the built-in and custom templates on the server. For more information on how to create a custom schedule template, visit this article.

   
   

   
   

   
   

   The Start and the End fields pick the default values specified in the chosen schedule template. These default values are unchangeable.

   
   

   
   

   
   

8. Click Next to proceed with configuring Caching Settings.

Caching Settings

• Maximum Caching Age

  • Specifies the maximum age for cached data before it expires.

  • Current Value: 1.

  • Controls: Increment (+) or decrement (-) buttons.

  • Unit: Defined by Caching Interval.

• Caching Interval

  • Defines the time unit for the maximum caching age.

  • Current Value: Hour.

  • Other Values: Minute, Day, Week, and Month.

• Override Preview Settings

  • Allows overriding default preview settings for caching.

  • Current Value: Enabled (toggle switch).

  • Other Values: Disabled.

• Display Type

  • Specifies how the content is displayed when preview settings are overridden.

  • Current Value: Page.

  • Other Values: Galley.

• Chart Animation

  • Enables or disables animation for charts in the preview.

  • Current Value: Enabled (toggle switch).

  • Other Values: Disabled.

Click OK: The task will cache data for the specified duration based on Maximum Caching Age and Caching Interval, unless overridden by preview settings.

To Manage a Scheduled Task

To manage a scheduled task, click the Actions button in the Tasks tab. You can use this button to disable, edit, duplicate, or delete a scheduled task.

• Disable - Deactivates all the future scheduled executions for that task. You can resume the task execution once you enable the scheduled task by clicking the Actions button.

• Edit - Enables you to modify the existing information for that task.

• Duplicate - Creates a new task with all the settings defined the same as in the originally scheduled task. This way, you can reuse the settings and save time and effort by not recreating a scheduled task from scratch.

• Delete - Discards the scheduled task. Please note that once you delete a scheduled task, it is permanently deleted.