Reports can be scheduled to automatically run daily, weekly, monthly or at specific intervals.
Roles required: Site admin, Admin
Scheduling a report
- To schedule a report that has already been created go to Reports > Reports, and click the three vertical dots next to the report you wish to schedule for more options, and finally select Edit. If you are wanting to schedule the report as part of creating it you can do so in that process by following the next steps as well.
- Schedule the report: To schedule the report, scroll down in the Report Builder or Editing: report page to 4. Schedule where you will find all of the scheduling configurations.
Schedule for a daily interval: If you want for the report to be run at a specified interval of days select Daily interval and choose an interval amount.
Weekly schedule: To run the report weekly, choose Weekly on, and then select which day of the week you would like to run the report.
Monthly schedule: To run the report monthly, select Monthly on, and then below select which day of the month to run the report, if it needs to run on the last day of the month you can The last day of the month.
- Schedule from: There is the option to schedule the report to start running from a selected date. To do this, click the date picker under Generate reports starting from and choose which date the report should start running from.
- Schedule to: There is the option to stop running the report from a selected date. To do this, click the date picker under Generate reports until and choose which date the report should run to.