Schedule any Apploi Schedule report or report page to be sent daily, weekly, or monthly to specified email addresses.
Schedule an individual report
Hover over the report you would like to send to see the More Options icon (vertical dots) at the top right corner of the report:
Click the More Options icon (vertical dots)
Click Schedule exports
Click Add Schedule
Enter all necessary information to schedule the report(s) to the proper recipients in the preferred format and time
Read more information about these fields at the bottom of this page under "Important variables and definitions."
Schedule a report page
Find the report page you would like to schedule on the left panel under Reports.
To schedule the full page of reports, find the three lines at the bottom of the screen:
Click the three lines
Click Schedule export…
Click Add Schedule
Enter all necessary information to schedule the report(s) to the proper recipients in the preferred format and time.
Read more information about these fields at the bottom of this page under "Important variables and definitions."
Edit Existing Scheduled Reports
Once a report is scheduled, take the same steps above to select the "Schedule export..." to edit your scheduled reports.
Important variables and definitions
Recipient
Email addresses(s) that should be sent this report. Use a comma to separate multiple email addresses.
Subject
Subject line to appear in the email containing the report.
Message
Message that appears in the body of the email - add context about the report for anyone who may be receiving it.
Attachments
The specific report(s) and format that are being attached to the email.
Frequency
Select daily, weekly, or monthly cadence to send. Add the time of day/timezone the report will be sent.
More options
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).