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Scheduled Reports
Updated over a week ago

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


Before you schedule a report, you must create a template from the report you need.


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).

  5. Create a password that you will need to enter to view the report.


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

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