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11.4. Scheduled Reports

Scheduling Reports

Reports can be scheduled under the Save + Email tab of the report interface.

A scheduled report will be emailed to selected individuals on a given time period. When a report schedule is setup the time period for the report will be adjusted each time the report is run. You can also choose to include a CSV of the report data as an attachment. 

To schedule a report:

  1. Check the "Email This Report" checkbox.
  2. You can optionally check the "Include CSV export in email" checkbox to have a CSV attached to the emails sent.
  3. Select your schedule frequency. This is when the report will be sent out.
  4. Select a date range for your report data. This is the date range that the report will be run against.
  5. Select the staff members or external email addresses you would like the report sent to.

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