Schedule a Report for Automated Email Delivery

After generating and saving a report, you can set the report for automatic delivery based on a specified timeframe and frequency.

To Schedule a Report for Delivery:

1.     Generate the report that you want to set for automatic delivery.

•        You can only schedule saved reports. The Schedule button is not available for unsaved reports.

2.     Click the Schedule button.

•        The Schedule This Report screen displays.

3.     Select the Deliver option from the drop-down list (e.g., Every Day).

•        Users can also schedule a report for one-time delivery to an email address immediately, instead of being limited to recurring schedules.

4.     Select the Time for delivery from the At drop-down list (e.g., 9:00 AM).

5.     Enter the report recipients in the E-mail Address field.

•        Separate multiple recipients with a comma.

6.     Select the Scheduled check box to receive the report as an attachment.

•        To receive a link to the report, select the Link Only check box. There will be two links available: Static and Dynamic. Static will provide you with the latest results of the report such as: Last Week or Last Month. Dynamic will provide you with data from a specific time frame such as the month of August.

7.     Select the report Format (e.g., PDF).

8.     Click the Save Report button to save the automatic delivery schedule.