Automate Reports On a Schedule

This article will show you how to schedule reports to generate on a recurring basis.

Instructions

1. Navigate to the Reports tab

2. Select a report

3. Apply any desired Filters

   • From/To: Apply a date range

   • Filters: Add filters

   • Fields: View/remove fields

4. Click Refresh

5. Select the Schedule Report button

   Note:

   This button allows you to set up a recurring report that sends to any email address.

6. Configure the schedule options

   • Schedule: Select from Daily, Weekly, or Monthly automatic reports

     • Days: Select the day(s) to send the report if you choose any option besides Daily

   • Start Date/Time & End Date: Select Start Date and End Date (optional)

   • Include Report: Choose to include the report in the body of the email or as a download link

   • Email Report To: Input email recipients

     Note:

     Separate each email address with a comma.

   • Email Lookup: Search for email addresses

     • Click the + to add the user

   • Auto Dates: Determines the date range you use, relative to the time the report is run

     Note:

     You can use this option to tell our reporting engine to always send the report updated for the "next 7 days" or for "this weekend" etc. This will ensure you get a report with updated content every time. When you create a schedule, it is important that you set the Auto Dates setting, otherwise you will receive the exact same report every day.

7. Click Save