Scheduled Report

Scheduled Report

Updated over a week ago

At a Glance: This feature allows you to automate the reporting process; you simply save the report you want to schedule and fill in a few details for the report to reach to you. Once finished, it will be emailed directly to you and any other member of your team at the time that you have specified.

Process to Follow

  • Go to Reports -> Schedule report -> Add Reports for scheduling

  • Enter the details below
    a) Report Name - The name you want to give to your scheduled report
    b) Status - If you want it to be active or in a paused state
    c) Frequency - How frequently you want the report. It can weekly, daily or monthly. For instance, I want to report to be emailed to me twice a week on Monday and Friday.
    d) Selected Reports - Now you can select a single saved report or multiple reports as part of this
    e) Notify User - The users you want to notify about the report
    f) Additional Users - Enter the email of the users to whom you want to additionaly notify
    "Dont forget to save the report at the end"

Once scheduled you can manage the reports as well by editing the details or deleting them

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