Automate Reports On a Schedule

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

Instructions

1. Sign in to Recreation Management

2. Navigate to the Reports tab:

3. Select a report:

4. Apply any desired Filters:

   • From/To: Apply a date range

   • Filters: Add filters

   • Fields: View/remove fields

5. Click Refresh:

6. Select the Schedule Report button:

   Note:

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

7. Configure the schedule options:

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

     • Days: Select the day or days to send the report if you choose any option besides Daily

   • Start Date/Time and 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 Plus (+) icon 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," or other such options. 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.

8. Click Save: