Scheduled Reports
Last updated
Last updated
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.
To create new schedule report, click 'New' button in the top right corner as shown below.
In the pop-up window enter report's name and description if applicable. Click 'Submit' button to continue.
Scheduled report details page consist of two tabs: Query and Recipient.
In the query tab, users can enter required query if the following field.
To test your query and see the result, click execute button. If the query works correctly, results wil be displayed as shown below.
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.
After setting report frequency, add days and time for report execution. Click 'Add Day' button and select a day and time.
Users can select multiple time slots per day.
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.
To remove day and time selection, click 'Delete' button next to the chosen position as shown below.
