# Automation schedule

:::tip
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.

 ![](https://docs.omnimes.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzLzRlMDdmZmNhLThmZjAtNDYxYy1iYjEyLTA2OTEyZGRiOGQzNi8yMzI4MjVlZC0zMWY0LTQ4YzAtYjE0MS01NWJiODA3YjI2YjIvMDFfbGlzdGFfdmlld3BvcnQucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTQ0OTU2MDAsImV4cCI6MTc5NDU4MjAwMH0.-Ov54Ox3Wq2cqTG0v5bQ_fAGSr1lc7MCg_Xv3zWjZKE " =1680x1000")

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.

 ![](https://docs.omnimes.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzLzRlMDdmZmNhLThmZjAtNDYxYy1iYjEyLTA2OTEyZGRiOGQzNi8zODkwMjRhNS01MjM0LTRjOGEtYTIwOS03MDMzNWQwMjdiZTcvMDJfZG9kYWpfZm9ybXVsYXJ6LnBuZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzk0NDk1NjAwLCJleHAiOjE3OTQ1ODIwMDB9.-rD6QHVnffaCb5vhIwzPc--9BF0mplA6zhcTja_0REM " =1680x1000")


:::info
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.


:::tip
Recurring reports from BI dashboards can also be prepared based on a dashboard set as the **main panel** - see the chapters [**Dashboard**](https://docs.omnimes.com/doc/dashboard-Xasm7BsRzd) and [**Desktops**](https://docs.omnimes.com/doc/desktops-AoJWhHoO2X).

:::

---

**Documents**

- [OmniPlatform](https://docs.omnimes.com/s/cb8b19e0-ec6d-4e1a-8690-b0ddd67ad1cd/doc/omniplatform-7z9SIECi68)
- [Omnienergy](https://docs.omnimes.com/s/cb8b19e0-ec6d-4e1a-8690-b0ddd67ad1cd/doc/omnienergy-56aRDgnYFZ)
- [Omnimes](https://docs.omnimes.com/s/cb8b19e0-ec6d-4e1a-8690-b0ddd67ad1cd/doc/omnimes-eGDa0U5cyr)
- [FAQ](https://docs.omnimes.com/s/cb8b19e0-ec6d-4e1a-8690-b0ddd67ad1cd/doc/faq-IFQjCNYt1Q)
- [Cybersecurity & Compliance (CRA)](https://docs.omnimes.com/s/cb8b19e0-ec6d-4e1a-8690-b0ddd67ad1cd/doc/cybersecurity-compliance-cra-pPJBcC6sBf)