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Web-Based Scheduling (Jet Hub)

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Overview

Using the Scheduler feature of Jet Hub, you can easily set one or more of your Jet Reports to run on a monthly, weekly, daily, or even more frequent basis and be distributed via email.

Access anywhere – you can create and manage your scheduled tasks from any internet-connected device through a simple web browser. You no longer need to have Excel open on your local computer.

Fast to configure – the web-based scheduler is very simple to configure – an admin can supply the SMTP settings and the configuration is done. The scheduler works 24/7 on the server – so there are no user permissions to configure on your local computer.

How-To Video

Scheduling Reports in Jet Hub

Scheduling a Report

  1. After signing in to Jet Hub , select Scheduler from the switcher menu:

  2. And select New Task from the action panel at the top of the screen:

    This will open the New Schedule Task screen...

  3. On the Schedule tab, enter a descriptive name, and set the basic options for your task:

    In this example, we've scheduled the "Top Customers" task to run each Monday at 9:15am. Click Save

  4. Next, move to the Reports tab and use the Add report... pull-down to select the specific report(s) you want this task to refresh:

  5. The selected report(s) will be listed and any associated default parameters will be shown under Report Options :

  6. If you wish to have the task automatically email the completed reports to one or more recipients, select the Email Distribution tab and enter the To addresses, Subject , and Body for this email:

  7. Click the Save button and your scheduled task is now ready:

Related Articles

Published:

Web-Based Scheduling (Jet Hub)

Related Articles...

Overview

Using the Scheduler feature of Jet Hub, you can easily set one or more of your Jet Reports to run on a monthly, weekly, daily, or even more frequent basis and be distributed via email.

Access anywhere – you can create and manage your scheduled tasks from any internet-connected device through a simple web browser. You no longer need to have Excel open on your local computer.

Fast to configure – the web-based scheduler is very simple to configure – an admin can supply the SMTP settings and the configuration is done. The scheduler works 24/7 on the server – so there are no user permissions to configure on your local computer.

How-To Video

Scheduling Reports in Jet Hub

Scheduling a Report

  1. After signing in to Jet Hub , select Scheduler from the switcher menu:

  2. And select New Task from the action panel at the top of the screen:

    This will open the New Schedule Task screen...

  3. On the Schedule tab, enter a descriptive name, and set the basic options for your task:

    In this example, we've scheduled the "Top Customers" task to run each Monday at 9:15am. Click Save

  4. Next, move to the Reports tab and use the Add report... pull-down to select the specific report(s) you want this task to refresh:

  5. The selected report(s) will be listed and any associated default parameters will be shown under Report Options :

  6. If you wish to have the task automatically email the completed reports to one or more recipients, select the Email Distribution tab and enter the To addresses, Subject , and Body for this email:

  7. Click the Save button and your scheduled task is now ready:

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