The Report Scheduler allows you to schedule one or more User Reports to be delivered via email, sent as a web request, or placed directly on the server file system on a minute, hourly, daily, weekly, monthly, or yearly cadence. Recipients do not need to be Equus Platform users to receive the scheduled email, view the attached report(s), or access the file system via SFTP. With the web request option, reports can be sent as structured JSON payloads to external systems, streamlining integrations with financial platforms.
Things to watch out when using this feature
Once a schedule has been created, activated, and saved, the schedule will execute as configured based on the security of the user who created the schedule. If a schedule is edited and saved by a different user, any executions thereafter will run based on the security of the last person to update the schedule.
Only schedules set to an ‘Active’ status will execute successfully. All schedules are set to ‘Inactive’ by default. Users creating or editing need to de-select the checkbox on the screen and [Save] in order to ensure proper executions occur.
When selecting the web request delivery method, ensure that the correct Target URL and Webhook Profile are configured. Reports sent via web request will be included in a single payload, and errors or failures will be logged in the Report Scheduler tables for troubleshooting.