Scheduling regular reports

As well as generating reports in the moment when you need them, you can also create reports that will be sent to one or more people following a regular schedule. To do so, you will need to set up the report as normal, then save it as a shortcut (see Creating and using report shortcuts). 

Once you have a shortcut set up, you can define a schedule. In your Admin account:

1. Go to the Reports page.
2. Go to the Overview subpage.

You will see a list of your report shortcuts.

3. Click the report you want to schedule.

The report will be generated. To set it to automatically repeat:

4. Click the Schedule automatic report sending button in the toolbar in the top right.

In the Schedule report dialog: Click the Repeats and Repeat every drop-down lists and select how often you want to send the report. For example to send the report quarterly, select Repeats Monthly, and Repeat every 3. Type a date the report Starts on (or click the clock icon to choose from a calendar). Click the File format drop-down list and select whether the report should be delivered as CSV, CSV (UTF-8) or XLS. Type a list of recipients in the Add recipient email field. Press Enter after each to confirm the address. You can then add more to the list as needed. Type the Sender name and Sender email for who the report will appear from. Type the Email subject. Type the Email body for the email that will include the report.  Click the Save button.

The report will be sent to the nominated recipients on the schedule you have defined.

Editing and removing scheduled reports

You can edit or delete a report schedule.

1. Go to the Reports page.
2. Go to the Overview subpage.
3. Click the report you have scheduled.
4. Make whatever changes you need and click Save, or click Delete if you no longer need the report sending.