# 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. 

<figure><img src="/files/zHJIuJ2kjfR4MPdgP1EM" 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="/files/VE6qGQaZnqBDcn9XvSVP" 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="/files/iqjYBtOaXTeegzWwN03z" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/fYBIHfRVucprEzeGbrtw" alt=""><figcaption></figcaption></figure>

### Query Tab

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

<figure><img src="/files/nu5G1t48ZhseOwDYbmCD" 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="/files/XB0CGNoM9U22LwctfA6f" 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="/files/quXa49qW20pHPFrwHOjN" 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="/files/YIh1SlJJTZo2HvryTZB7" alt=""><figcaption></figcaption></figure>

Users can select multiple time slots per day.

<figure><img src="/files/Jf3EW1p62nD3qNJaIRdX" 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="/files/AVgQE2RA4IZtCwHrPAjN" alt=""><figcaption></figcaption></figure>


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