New Scheduled Report

To add a new scheduled report, click the New Scheduled Report button on the scheduled reports dashboard.

From the new scheduled report popup, fill out the fields:

• Name - Name the scheduled reports.
• Report Source- Select which type report to schedule.  
  • Standard Report (all columns) - Select a report from the standard Report list.  Standard reports will send the the report's default fields when scheduled and run.
  • Saved Report (its selected fields) - Select a custom report. Saved reports will send the fields as per the customisation when scheduled and run.
• Report - Search or scroll the list to select the standard or saved report to schedule from the dropdown.
• Report Filters - Depending on what report is selected, you will be prompted to select the relevant report filters. Every report filter will have a Period filter (timeframe of the report data) and the remainder of the available filters are contextual to the selected source report, not the schedule.
• Frequency- Schedule the report to send:
  • Daily - Select Run time in the tenant's default timezone
  • Weekly - Select the Day of the Week and Run time in the tenant's default timezone
  • Monthly - Select the Day of Month and Run time in the tenant's default timezone
• Recipients - Select the report's recipients from the dropdown. You can select multiple uses as required. Note: Reports can only be sent to current users.
• Attachment - Select if you would like the report as an email attachment
  • None - Report is sent as part of the email message body text (no attachment).
  • CSV - Attached csv file of the report data.
  • Excel - Attached .xlsx file of the formatted report data.
• Active - Select if you want to activate the new scheduled report immediately on save.

Click Save to create the scheduled report.