With Advanced Reporting (Enterprise plan) you have the option to schedule your Reports. Scheduling will automatically run a report and mail it to your inbox in the format requested. You can schedule daily, weekly or monthly, selecting the time, day and day of the month as required.
There are two options to start scheduling a report:
- With your report open in the editing mode, click the button Schedule report.
- Click in the overview of reports on the button Scheduled. Then click on the button +New Schedulereport or + Add.
New Scheduled Report
To create a new scheduled report you have to fill in the following options:
- Name: Name of the sheduled report.
- Report: Select the report you want to schedule.
- Recipient: Select the recipient who wants to receive the report by email.
- Output: Select the output of the report; csv, pdf, table.
- Frequency: Select the frequency of running the report; weekly, week-day, month-day.
- Day: Depending on the frequency choose a day.
- Time: Choose a time to run the report.
- Enabled: With the enable checkbox you can enable / disable the scheduled report. If you don't want to receive it for a while you don't need to delete it, just switch off Enable.