Scheduled Report Notifications allow you to automatically send Custom Reports by email on a set schedule.
This is useful if the same report needs to be shared regularly with internal users or external contacts.
Only users with permission to manage reports can set up scheduled notifications.
Where to find Scheduled Report Notifications
Open the Company Portal menu in the top navigation.
Select Custom Reports.
Open the Scheduled Notifications tab.
Before you start
The report must already exist.
Only Saved Reports can be scheduled.
If you need help creating a report, see Creating Custom Reports.
Creating a scheduled notification
Selecting the report
Choose the report you want to schedule from the Report Name dropdown.
Only saved reports you have access to will appear.
Setting the schedule
Report frequency
Choose how often the report should be sent:
Weekly
Every 2 weeks
Monthly
Every 6 months
Yearly
Start date and time
Select the date or day of the week.
Set the time the email should be sent.
The report will be generated and sent automatically based on this schedule.
Choosing recipients
Internal recipients
Select one or more users from your company.
Users must have access to the data included in the report.
External recipients
You can add external recipients by entering a name and email address.
Use the Add button to include multiple external recipients.
Please ensure no sensitive data is sent to external recipients.
End options
You can choose when the scheduled notification should stop:
Never: The notification continues indefinitely.
On: The notification stops on a specific date.
After: The notification stops after a set number of sends.
Saving the schedule
Review the schedule and recipients.
Click Save.
The scheduled notification will now appear in the Scheduled Notifications list.
Good to know
If a report contains no data at the time it is scheduled to send, no email will be sent.
Scheduled notifications do not change the report setup.
You can edit or remove scheduled notifications if required.