How to schedule reports?

Administrators can schedule automated reports to be delivered to their inbox. The schedule function allows you to schedule reports to run automatically at specified times.

How to schedule a report

1. Visit Reports.
2. Click the Scheduled Reports button in the top right corner.
3. The screen below is the Scheduled Reports tab. It lists all existing scheduled reports. The Add Schedule button is in the top right corner of the screen. Click it!
4. The screen below is the Add a new Schedule tab. You have the following scheduling options:
   1. Subject line and Email content: Type the report name as subject and add email content. The mail would be delivered to you with this subject and content.
   2. Frequency: Here you specify a date for running the report. The available options are:
      • One Time: When you click Schedule, the report runs on that date.
      • Weekly: Each week, the report runs on the selected days.
      • Monthly: The report runs on the specified date every month.
   3. Send to: Specify the report destination email address.
   4. Target group and the report type: These are the parameters that act as the input for the report.
5. When done, click on Save.