Scheduling a Report

Automate a report to your email on a rolling basis. Users will automatically receive this report on the schedule they set, and administrators have the additional option to have the report sent out to other email addresses as well. 

Instructions:

Step 1: Go to Reports > Saved Reports. The report you would like to schedule must be created and saved to the account.



 

Step 2: Identify the report you would like to schedule. On the right-hand side, click the actions button and select Edit Schedule.

Screen Shot 2023-01-24 at 2.56.44 PM

You can also create a schedule when creating a new report. Once you have added the columns and filters for your desired report, you have the option to click on a calendar icon in the upper right corner.

 

Step 3: Enter the date you would like the schedule to start. Type in the recurrence in which you would like to receive the report. You can use the examples provided to start you off. 

 

Once the schedule is entered, you will see the Schedule Preview populate with the days that you will receive the report.

 

Step 4: Fill out the rest of the schedule options, including the format you would like the report sent in and, if an administrator, who else should receive this report. Once completed, press Submit.



Step 5: The schedule is now set. You will see a high-level view of the schedule in your Saved Reports.

 

Step 6: To remove the schedule, press back into the actions button to edit the schedule. You will see a Delete button which will remove the current options and stop the report from sending automatically.