Step 1/4
Go to the System settings > Scheduled tasks menu.Click on New to create a new task.Name the task, and describe it if necessary.
Step 2/4
In the Action tab, select the task type you want to configure. Next, select the desired indicator, and any filters. To finish enter the recipients, the email subject and body content.
Test the task before activating it!
Step 3/4
Next, select the schedule in the following tab.
In this example, the indicator will be sent at 7 a.m. on the 1st of each month.
What if the indicator doesn't give any results?
Step 4/4
Lastly, you can use the Log tab to check whether the task has executed correctly.
Task execution date
List of all operations
How do I set a schedule task?
Deltamu
Created on January 20, 2026
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Transcript
Step 1/4
Go to the System settings > Scheduled tasks menu.Click on New to create a new task.Name the task, and describe it if necessary.
Step 2/4
In the Action tab, select the task type you want to configure. Next, select the desired indicator, and any filters. To finish enter the recipients, the email subject and body content.
Test the task before activating it!
Step 3/4
Next, select the schedule in the following tab.
In this example, the indicator will be sent at 7 a.m. on the 1st of each month.
What if the indicator doesn't give any results?
Step 4/4
Lastly, you can use the Log tab to check whether the task has executed correctly.
Task execution date
List of all operations