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How do I schedule reports?

Cassandra Yost
Updated

Scheduling reports allows automatic delivery of report data on a recurring basis so the right information reaches the right people without manual effort.

Creating A Scheduled Report

A schedule can be created directly from the report you want to deliver.

  1. Open the report from the Reports module.
  2. Select More Options (⋯) in the top-right corner.
  3. Select Schedule.
  4. Select Create Schedule.

Configuring Schedule Timing And Delivery

The schedule defines when the report is sent, how it is delivered, and to whom.

  1. Enter a schedule name that clearly identifies the delivery.
  2. Optionally enter a comment to provide context for recipients.
  3. Select a cadence to determine how often the report is delivered, such as every ten minutes, hour, day, week, or month.
  4. Select the delivery time and confirm the correct time zone.
    • If a weekly cadence is selected, choose one or more days of the week.
  5. Optionally add a gating condition to send the report only when a defined rule evaluates to true.
  6. Add one or more recipients who should receive the report.
  7. Select an attachment format, including PDF, Excel (XLSX), or CSV.
  8. If PDF is selected, configure advanced PDF settings such as layout, selected tabs, branding options, page numbers, and footer text.

Selecting The Report View 

The selected view determines which version of the report is delivered.

  1. Select Default Report to send the report in its original state.
  2. Or select a saved view to send a specific set of filters.
  3. Review the included filters to confirm the configuration.
  4. Select Create to activate the schedule.

Managing Existing Schedules

All schedules associated with a report can be viewed and managed from the same menu.

  1. Open the report.
  2. Select More Options (⋯).
  3. Select Schedule.
  4. Select Manage Schedules.

Reviewing And Updating Schedules

Schedule settings and delivery behavior can be adjusted as needed.

  • The Manage Schedules page displays the schedule name, status, creator, recipient count, frequency, and file format.
  • Use the checkboxes to Pause or Delete multiple schedules at once.
  • Select More Options (⋯) on an individual schedule to pause it, edit settings, view run history, or delete it permanently.

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