Schedule a Custom Report

Complete the following steps to schedule a Custom Report to run on a specific day or frequency. Reports are delivered via email. 

Steps:

1. Navigate to Menu > Custom Reports > Home.
2. Click the email icon for the corresponding report to schedule. 

3. Populate the Report Delivery Schedule.

Provide a Schedule Name for the report. 

Select report Format:

• • • Excel
    • CSV
    • PDF

Enter Email Recipients. Enter one email address at a time. Click enter to add another email address. 

Provide a Subject for the report email. This is a required field. 

Populate the email Message body. 

Set Frequency:

Schedule:

• • • Once
    • Daily
    • Weekly
    • Monthly

When Weekly is selected, click the checkbox for each day you want the report to be sent. In this example, the report will generate every Friday.

Set the Report delivery Time from the available time picker.

Click Schedule when finished.

Where are my Scheduled Reports?

Scheduled Reports are found by navigating to Menu > Reports > Schedules. 

Reports can be run, edited, or deleted from the Actions menu.