Scheduled Reports

It is possible to schedule a Saved Report to be sent through email(s) at specified time intervals.

To view scheduled reports, select Data > Scheduled Reports.

Click on the icon to get the following options menu on each scheduled report.

• Edit: Edit the selected scheduled report
• Activate/Deactivate: Activate if the scheduled report is not activated to be automatically sent or deactivate if the scheduled report is activated to be automatically sent
• Delete: Delete the selected scheduled report

Click “Create” to create a new scheduled report.

• Report: Select the saved report to be scheduled. Click here to see how to save a report
• Title: Type the title of the scheduled report
• Frequency: Select the sending frequency of the scheduled report
  • Daily: Select for the report to be scheduled to be sent daily
  • Day of Week: Select the day(s) of week for the report to be scheduled to be sent
  • Custom: Select to set the frequency custom. Type the cron command in the Expression field. Click to learn more about cron expressions
• Subject: Type the subject of the email to be sent as the scheduled report
• Emails: Type the emails for the scheduled report to be sent. Separate with comma to send to multiple emails
• Status: Disabled or Enabled

Click “Save” to finish creating a scheduled report.