Scheduler
The Scheduler component helps XCore users save time and reduce manual effort by automating report delivery. Reports are sent automatically, ensuring timely access to critical data without extra steps.
With this component, users can:
- Set up automated schedules for daily, weekly, or monthly reports
- Deliver reports via email, SFTP or S3 without manual intervention
- Focus on analysis and decision-making instead of repetitive reporting tasks
Add to a Layout
Add to a Layout (3 videos)
How to add Scheduler component
Scheduler overview - what is needed to send Reports
How to identify Required Configuration Fields
Schedules
Schedules (5 videos)
How to add a new Schedule to set the Task execution Frequency
How to configure a Schedule to set the Task execution Frequency
How to add Configuration Fields for an EOD Schedule
How to Configure an EOD Schedule
How to set a Schedule to Manual execution
Periods
Periods (8 videos)
How to add a new Period to set the Data Interval
How to set a Timezone for Scheduler Periods
How Timezone affects Scheduler Periods
How to configure a Period to set the Data Interval
How Date Interval From and To values work in Scheduler Periods
How FROM_DAYS_BACK and TO_DAYS_BACK work in a Scheduler Period
How to add Configuration Fields for an EOD Period
How to Configure an EOD Period
Queries
Queries (9 videos)
How to add a new Query to set the Report Template
How to configure a Query to use Filters without Predefined Items
How to configure a Query to Hide Deleted Accounts in an Account-related Report
How to configure a Query to Hide Flat Positions in a Position EOD Report
How to configure a Query for a Trade Decay Report with a Value in USD condition
How to configure a Query to filter Trade Decay reports by a single Decay Interval
How to configure a Query for a Toxic Client Watchlist report with Negative Interval Ranges filtering
How to configure a Query for a Toxic Client Watchlist report with Worst USD and Fills filters
How to clone a Query with its Template and Filters
Destinations
Destinations (20 videos)
General Destination settings
General Destination settings (3 videos)
How to add a new Destination to send Reports
How to configure a Destination to send Reports
How to restrict a Destination to specific Providers, Connectors, or Accounts
Email Destination
Email Destination (7 videos)
How to send Reports to multiple Email addresses
How to send a Report via Email with a Subject based on the Report Template name
How to send a Report via Email with a custom Subject
How to include Date and Time range in the Email Subject
How to send an Email without Date and Time range in the Subject
How to always send Email reports as ZIP archives
How to enable automatic ZIP compression for large Email reports only
SMTP Destination
SMTP Destination (2 videos)
How to add Configuration Fields for Custom SMTP Destination
How to configure Custom SMTP Destination to send Reports
SFTP Destination
SFTP Destination (6 videos)
How to add Configuration Fields for SFTP Destination
How to configure SFTP Destination to send Reports
How to add Configuration Fields for a Private Key in SFTP Destination
How to configure a Private Key for SFTP Destination
How to enable GZip compression for SFTP Reports
How to see a connection error when saving an SFTP Destination
S3 Destination
S3 Destination (2 videos)
How to add Configuration Fields for an S3 Destination
How to configure an S3 Destination to send Reports
Tasks
Tasks (23 videos)
Basic Setup
Basic Setup (4 videos)
How to add a new Task to the Scheduler
How to configure a Scheduler Task
How to set the Scheduler Task Type - Report or Alert
How to clone a Scheduler Task
Queries & Destinations
Queries & Destinations (3 videos)
How to add multiple Queries to a Scheduler Task
How to add multiple Destinations to a Scheduler Task
How to configure different Email Subjects for one Email Destination via Scheduler Task settings
Delivery Format (6 videos)
How to configure a Scheduler task to deliver reports as PDF
How to configure Date Format for Scheduler reports
How to include a Header with the report title, creation date, and reporting period in Scheduler-delivered reports
How to configure Header Date Format for Scheduler reports
How to configure Red Negative highlighting for Scheduler reports
How to configure Heat Map highlighting for Scheduler reports
File Naming
File Naming (3 videos)
How to configure file name
How to configure creation date format in file name
How to remove creation date from file name
Retry & Failure
Retry & Failure (2 videos)
How to configure Retry Attempts for a Scheduler Task
How to configure Task Deactivation after failure
Notifications
Notifications (2 videos)
How to configure Execution Status Notifications
How to configure Execution Status Notification Recipients
Task Control
Task Control (3 videos)
How to execute a Scheduler Task now
How to deactivate a Scheduler Task
How to activate a Scheduler Task