Skip to main content

Distribution Jobs

The Distribution Jobs page is the central screen for managing all scheduled distribution jobs. It provides an overview of existing jobs, including who created them, when they are scheduled to run, and what content will be distributed.

From this screen, administrators can quickly view, create, edit, or delete scheduled tasks that automate the sharing of visualizations across users or systems.

Key features

  • View all scheduled jobs, including job name, status, execution frequency, next run time, and the user who created each job.
  • Create new distribution jobs to automate the delivery of visualizations.
  • Edit existing jobs to update their schedule, content, recipients, or delivery method.
  • Delete jobs that are no longer needed.
  • Search and filter the list of jobs to quickly locate specific entries.
  • Monitor execution results to ensure jobs are running as expected.

Column descriptions

The screen presents information in columns to help you quickly understand and manage your scheduled jobs. The following columns are included:

ColumnDescription
DescriptionProvides a brief summary of the job’s purpose or content.
TypeSpecifies how the job was created:
  • Schedule – Created manually from the Distribution screen.
  • Subscribe – Created automatically when a user subscribed to a specific visualization.
StatusIndicates whether the job is currently active. The possible values are Enabled or Disabled.
ActionSpecifies how the visualization will be delivered to users:
  • Export and Email – Sends the visualization as an email attachment.
  • Export and Save on Network Drive – Saves the visualization to a designated network location.
  • Export to External Location – Uploads the visualization to a remote server based off the External Locations configured.
ScheduleDisplays how often the job is scheduled to run and at what time (e.g., daily at 8:00 AM, weekly on Mondays at 6:00 PM).
Next Run TimeDisplays the scheduled date and time for the job’s next execution.
Last Run TimeDisplays the date and time when the job was last executed.
Last Run ResultShows the result of the most recent job execution.
OwnerIdentifies the user who created and owns the job.

Options toolbar

The toolbar in Distribution Jobs provides several options that allow administrators to manage, customize, and maintain the list of distribution jobs. These tools help streamline job creation, updates, and overall control of job execution.

OptionDescription
Create a New JobOpens the Job Properties window, where you can define and schedule a new distribution job.
Refresh Screen DataReloads the job list to show current status and details for all scheduled jobs.
RunExecutes the selected job immediately. Useful for testing purposes.
Note: Emails are sent to all recipients defined in the job. This option is available when a job is selected.
Enable/DisableEnables or disables the selected job. When disabled, the job does not run until re-enabled. This option is available when a job is selected.
Delete JobRemoves the selected job from the list. This action is permanent and cannot be undone. This option is available when a job is selected.
Job PropertiesOpens the Job Properties window, where you can configure the settings for the selected job.
Note: All required fields in each tab must be completed before saving. This option is available when a job is selected.
Copy JobDuplicates the selected job and adds the new job to the list with the suffix (Copy). This option is available when a job is selected.

Job Properties

The Job Properties window lets you configure all aspects of a distribution job. It is divided into multiple tabs, each focused on defining how the job runs, what content is included, and how it is delivered.

This window appears when creating a new distribution job or editing an existing one.

TabDescription
GeneralDefine the job name, distribution method, and status.
Web ViewsSelect web-based views to include and configure their export settings.
Excel Add-in ViewsAdd Excel-based reports and customize sheet, format, and parameter settings.
Consolidated ReportCombine multiple reports into a single PDF, with layout and cover page options.
Users and GroupsChoose recipients and control access using users or user groups.
ConditionsSet rules that determine whether the job should execute based on data availability.
EmailCustomize the email subject, body, and recipients (available only for email distributions).
ScheduleDefine when and how often the job should run.
HistoryView the execution history and results of the job.

Email failure notifications

When a distribution job fails to complete, an automatic email notification is sent to inform administrators of the issue.

  • On-Premise: The notification is sent to the designated Admin user.
  • Cloud mode: The notification is sent to both the Admin and ADMCA users.

These alerts help ensure that issues are identified and resolved promptly, minimizing disruption to scheduled distributions.