Schedule notifications

Compliance Tracker 365 notifications can be scheduled via Windows Task Scheduler using a notification report link.
Reports and schedules can be configured as needed and set up on either a dedicated PC or a personal PC running Chrome or Edge.

🔮 Future release: A built-in scheduler will be available directly in the Management page, triggered via the CT365 Management Solution.

Setup Instructions

1. Create a Browser Profile
  • In Chrome or Edge, create a profile named Automated Reports (or similar).
  • This profile will be dedicated to report generation.
  • Synchronization of data is not required.
2. Collect Path Information
  • Type chrome://version (or edge://version) into the browser address bar.
  • Note the executable path and profile path — these will be needed later.
3. Log in to SharePoint
  • Using the new profile, log in to your SharePoint site with an account that has at least the Report Viewer role in CT365.
4. Generate the Report
  • From the Management page, generate the Non-compliant mandatory for notifications report.
  • Update Select report data for the email notification.
  • At the bottom of the panel, update Report options:
    • Add a File Name (e.g., Non-compliant email notifications).
    • Select a Notification template.
  • Click View report → Copy link.
  • Save this link for later use.
5. Configure Task Scheduler

  1. Open Task Scheduler in Windows.

  2. Right-click Task Scheduler Library → Create a New Folder named Automated Reports.

  3. Right-click the folder → Create Basic Task.

    • Name the task based on its schedule, e.g.:
      • Non-compliant daily report 10am
      • Non-compliant weekly report – Monday 2am
      • Non-compliant monthly report – 1st Monday 7:00am

  4. Ensure schedules do not overlap, otherwise report generation may fail.

    • Multiple reports can be created under the same task if appropriate.

  5. Select the Trigger time:

    • Daily → for hourly reports
    • Weekly → for specific days
    • Monthly → for monthly runs

  6. Select Start a program and enter the executable path from step 2.

  7. Add arguments:

    --headless=new --virtual-time-budget=100000 --profile-directory="Profile 1" --disable-gpu "Notification report link"
    • Replace Profile 1 with the profile path from step 2.
    • Replace Notification report link with the URL copied in step 4

  8. Click Finish to schedule the report.

    • The profile account will receive a summary email for each notification sent

🔧 Troubleshooting

Reports stop being generated
  • Ensure the Chrome/Edge profile opens SharePoint correctly without prompting for a password.
Wrong file names in emails
  • Confirm that document Titles are accurate.
  • If a document was copied, it may still contain the Title from the original source.