Best Practice: Access the New Experience & Analytics with Chrome. 

Why Schedule Reports? 

Scheduling a report avoids building a report again from scratch the next time you need it. It also allows you to determine when to run the report and who should receive it on a recurring basis. 

View Scheduled Reports

Navigate to Menu > Analytics > Schedules or click Schedules on the main Menu > Analytics screen to view currently scheduled reports.

Schedule a Report

Steps: 

1. Navigate to Analytics > Reports.
2. Click Schedule from the Actions menu for the corresponding Report.
   
   
3. Populate the Report Delivery Schedule. 

• • Provide a Schedule Name for the report. 
  • 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. 
  • Select report Format:either .XLSX or .CSV.
  • Select Frequency: Daily, Weekly, or Monthly
  • Populate the Send and At preferences from the drop-down menus: 
    • Send options: Every day, on weekdays only, on specific days of the week.
    • Set the run time from the time picker.

When On specific days of the week is selected, click the checkbox for each day of the week the report will run and delivered via email.

4. Save when finished.

Schedule Reports are delivered via email based on the parameters set above. The report is attached to the email. 
Example: 

Where are my Scheduled Reports?

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

From the Schedules menu, the following actions are available: 

• Run a Scheduled Report
• Delete a Report Schedule

Run a Scheduled Report

Click the Report Name hyperlink to run the report.

Delete a Report Schedule

At this time, a Report Schedule cannot be edited. Therefore, when a Scheduled Report is no longer needed or the report needs to be revised, complete the following steps:

1. Navigate to Menu > Analytics > Schedules.
2. Delete the Report Schedule.
   • Click Delete from the Actions menu to delete the schedule for the corresponding report.
   • Note: This action does not delete the Report itself, only the Schedule. 
3. Edit and save the original report from the Analytics menu. 
4. Create a new Schedule for the revised report.

Unsubscribe From Scheduled Reports

To stop receiving a Scheduled Report, click the Unsubscribe link in the corresponding Scheduled Report email. 

Then click Unsubscribe at the following display: