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Scheduled Reports

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This page shows the list of reports scheduled to run recurrently and allows you to create a new scheduled report based on an existing template.

NOTE

Before scheduling a report, you need to have a template created from the necessary report.

To schedule a report, go to Configuration -> Scheduled Reports and click Schedule New Report in the top right corner of the page. 

In the window that opens, fill in the fields as follows:

  1. Enter the name of the scheduled report.

  2. Select the template to use for it.

  3. Select the periodicity and time for the report running.

  4. Specify the users and additional emails to which the report will be sent (optional).

    Then click Save. The report will appear in the list of scheduled reports.

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