Automation schedule
Menu → System settings → Automation schedule
Automation schedule is the OmniMES module for recurring, automatic reporting. It lets you plan for the system to generate reports on its own at defined intervals and - optionally - send them by e-mail to selected recipients, without any user involvement.
Two task types are supported:
Report - BI Dashboard - a recurring snapshot of a Redash dashboard for a selected period,
Report - Production order - a recurring report for a selected order.
Schedule list
Each schedule is shown as a card with a status marker (Active / Paused), a name and a set of information:
Task type - Report - BI Dashboard or Report - Production order,
source - the selected dashboard for the snapshot (with a link) or the indicated order,
Period - the data range for the report (e.g. the last 7 days),
Last run status - e.g. Success / Error / Skipped / In progress,
Last run and Next run at (date and time),
Repeat every - the frequency (e.g. Day),
the Number of runs performed and the creation date.
Above the list there are Add, Refresh and sort by date buttons. For each schedule the following actions are available:
Run once - immediately requests the task (outside the schedule). The task goes to the queue and is executed in the background - the user gets an immediate confirmation and the task status updates after execution,
Pause schedule / Activate schedule - pauses or resumes the recurring execution (without deleting the schedule),
Show history - opens the execution history of the schedule (execution time, status, e-mail delivery status),
Edit and Delete.
Adding and editing a schedule
The form contains the fields:
Name - the schedule name (also the subject of the e-mail message with the report),
Report type - Report - Production order or Report - BI Dashboard; the subsequent fields depend on the choice,
data source:
for the Production order type - List of orders (selecting an order),
for the BI Dashboard type - Select dashboard for snapshot and the period (e.g. last 7 days, current day, custom range),
Number of days - the data period for the report (e.g. 7 days back),
Repeat every - the execution frequency (e.g. Day, Week, Month; a test mode is also available),
Next run at (date) and (time) - the moment of the first/next execution,
Report recipient list - e-mail addresses (added one by one); you can provide multiple addresses.
If you do not provide any e-mail address, the report will be recurringly generated and saved in the system (available in Reports → Generated reports), but not sent. E-mail delivery happens only when at least one recipient is indicated.
How it works
After saving, the schedule runs automatically at the defined intervals, generating a report for the given period.
When recipients are indicated, the finished report is sent by e-mail (a BI dashboard report is attached as a PDF).
Each execution is recorded in the history (the execution status and delivery status), which makes control and diagnostics easier.
Run once lets you execute the task immediately, regardless of the schedule - useful for tests and ad-hoc reports.