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Scheduling a report

Gav Willis avatar
Written by Gav Willis
Updated over 3 years ago

It is possible to set up a report to run regularly at specified intervals. This scheduled report will generate automatically and send the report file to your Report Downloads page, as well as notify you by email.

To schedule a report, first build the report from a Template or Saved Report as normal. In the Setup Report window, go to the Save and Schedule tab.

Then choose the schedule you want from the Schedule Type field. Two schedule types are available:

The Days of Week schedule allows you to choose which days of the week the report will run and what time of day it will be generated.

The Days of Month schedule allows you to choose both the months and the days of each month that that the report will be run and the time of day that it will be generated.

Once you have set up your schedule, select Save to confirm the schedule. From then on, the report will be generated automatically according to your schedule.

For more information, take a look at the full help page for Scheduling Reports.

Keywords: Scheduled report, Recurring report, Reporting timetable

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