# Scheduled Reports

Schedule reports are designed to automatically send out result of the chosen query  in excel format to the recipients via email. To set custom reports, navigate to Setup > Reporting > Scheduled reports.&#x20;

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2Fyp6KeLXhdn2nGmRh6mBf%2Fscheduled_reports_navigation.png?alt=media&#x26;token=4ad5d057-a448-45e5-b1e3-3c1a29b93f25" alt=""><figcaption></figcaption></figure>

## Create New Schedule Report

&#x20;To create new schedule report, click 'New' button in the top right corner as shown below.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FhHZQ7jXbyZCbBBHVpY3S%2Fnew_scheduled_report_1.png?alt=media&#x26;token=f70651da-7a94-4075-9419-64d12444a17f" alt=""><figcaption></figcaption></figure>

In the pop-up window enter report's name and description if applicable. Click 'Submit' button to continue.&#x20;

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FLYtJKu5IQpN0HwJ6tNkl%2Fnew_scheduled_report_2.png?alt=media&#x26;token=1d082516-a6c2-47ab-9d00-88ec197c628a" alt=""><figcaption></figcaption></figure>

Scheduled report details page consist of two tabs: Query and Recipient.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FwHlIsyi6lsYoTU0r8bHl%2Fnew_scheduled_report_3.png?alt=media&#x26;token=b5578c7b-0b44-4d5c-b0d7-615c2357829b" alt=""><figcaption></figcaption></figure>

### Query Tab

In the query tab, users can enter required query if the following field.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FaxiOksiPhBqaD3Rsns7X%2Fnew_scheduled_report_4.png?alt=media&#x26;token=f5ce927a-277a-4bd0-bae5-c53909c74b5e" alt=""><figcaption></figcaption></figure>

To test your query and see the result, click execute button. If the query works correctly, results wil be displayed as shown below.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FqxEjP1JqZAhXwUalXo9V%2Fnew_scheduled_report_5.png?alt=media&#x26;token=b52ba7af-c8e7-4315-8007-ac53c745181c" alt=""><figcaption></figcaption></figure>

#### Recurrence

In the recurrence sections, users can setup schedule and frequency for the current report. Use drop down menu to choose frequency. Available options are: Monthly, Weekly, Daily, Hourly.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FNMcHBS9ZHjl0PEremxtW%2Fnew_scheduled_report_6.png?alt=media&#x26;token=6d336730-52c7-48b0-9444-5071829b9ee7" alt=""><figcaption></figcaption></figure>

After setting report frequency, add days and time for report execution. Click 'Add Day' button and select a day and time.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FSeMyqtPsQTIobIJvNKsb%2Fnew_scheduled_report_7.png?alt=media&#x26;token=a8b44919-bfff-4202-a0af-2da2a4b78378" alt=""><figcaption></figcaption></figure>

Users can select multiple time slots per day.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2F0RNf5jAfYGPZOqW6UM0v%2Fnew_scheduled_report_8.png?alt=media&#x26;token=43cbe426-0fc9-446c-b784-3c60c48f38d7" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Notice: Do not select the same day (Monday, Tuesday, Wednesday, etc.) twice. This action will cause an error and will prevent schedule report from execution. &#x20;
{% endhint %}

To remove day and time selection, click 'Delete' button next to the chosen position as shown below.

<figure><img src="https://4069128715-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5fCRH6psoWyRQyD8J9vh%2Fuploads%2FLwJGlFVfzFGAG0axHUP8%2Fnew_scheduled_report_9.png?alt=media&#x26;token=186b56c8-6017-4c80-b387-bb94f609ac03" alt=""><figcaption></figcaption></figure>
