Scheduling Reports

Schedule any Apploi report to be sent daily, weekly or monthly to specified email addresses.

First, find the report you'd like to export under the Reports Section of Apploi.

To schedule the full dashboard of reports select the export option at the bottom of the screen > select Schedule export...

To easily schedule the send of a single report, hover over a specific report in a dashboard. Click the three dots that appear > select Export. Click Schedule exports...

Click Add Schedule in the pop-up that appears:

Enter all necessary information to schedule the report(s) to the proper recipients in the prefer format and time:

Email addresses(s) that should be sent this report. Use a comma to separate multiple email addresses

Subject line to appear in the email containing the report

Message that appears in the body of the email - add context about the report for anyone who may be receiving it

The specific report(s) and format being attached in the email

Select daily, weekly, or monthly cadence to send. Add time of day / timezone the report will be sent

Important: Use the Customize control values option to set filters on the report being scheduled, such as Application Date, to ensure the correct filters are being applied to the report(s)

Once a report is scheduled, take the same steps of selecting the "Schedule export..." option in order to edit it.

You will see all scheduled reports. Use the Actions column to make changes to any scheduled report: