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About Scheduling Reports
About Scheduling Reports

Schedule custom reports to be generated automatically on a daily, weekly or monthly basis.

Zach Levine avatar
Written by Zach Levine
Updated over 2 years ago

About Scheduling Reports

*Example Video at bottom

Report Builder allows you the convenience of having a report automatically scheduled on a schedule of your choice. To schedule a report:

  1. Create a new report and run it at least once to verify success.

  2. Select the report you would like to schedule from the reports list on the left-hand side.

  3. Click the SCHEDULE button (Exhibit A)

  4. A window will pop up (Exhibit B) allowing you to select the day and time that the report should be generated. (Unless otherwise specified, time is in UTC standard)

  5. Access your scheduled report by selecting it from the reports list on the left-hand side.

Exhibit A:

Exhibit B:

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