Scheduled Reports

In Reporting > Reports there are a range of reports you can run on an ad-hoc basis, but you can also schedule reports to be automatically emailed.

What does this do? Sends an email to the recipients you specify with a copy of a report attached, in the format you have chosen (i.e. PDF, xls or CSV) with any optional email text you want to add.

When does it do it? You can specify the exact frequency that the email is sent – daily, weekly, monthly, even multiple times a day.

How do I do it? open any report and click on the Create Schedule button, then input the specifics.

Disable or adjust the schedule: in Reporting > Scheduled Reports you can see anything you have scheduled previously – just click on a record to open it and adjust the details, or de-select the Active box to disable the workflow.

Pro Tip: if you have a lot of reports scheduled and can’t remember exactly what they are, select one in the Scheduled area and use the preview button to quickly view it.