Methods of Delivering Scheduled Reports

View Schedule List

1. In Report Designer, click Schedule in the left menu.
2. Summaries of existing schedules are listed together with delivery options.
3. Each schedule can be edited, copied or deleted using the icons in Action field.
4. New schedule can be added using the Add Schedule button above the list.

Search for Schedules

1. Select a field to search in from the drop-down, default is All.
2. Enter a partial text and click the search icon (🔍).
3. Only matching schedules will be displayed.

Add a Schedule

Click the Add Schedule button above the list to open the Add Schedule pop-up.

1. Enter a name for this schedule.

2. In Schedule tab:

   1. Select Scheduling Type:
      • Scheduled Alert: delivered only if report has data at scheduled time.
      • Scheduled Reporting Item: delivered regardless whether it has data or not at scheduled time.
   2. Select desired time zone.
   3. Select a start date in the future.
   4. Enter the start time (some common values can be quickly selected from the pre-defined list).
   5. Select a common recurrence period from the list, or select Custom Recurrence to define a different one.
   

3. In Delivery tab, select:

   • “Email” Delivery Type: send the report to the email address of selected users.
     1. Select Delivery Method: email a Link, email an Attachment, or email with Embedded HTML body.
     2. Customize the default template if necessary.
   • “File Location” Delivery Type: save the report as a file.
     1. Delivery Method is Send to disk.
     2. Select the Export File Type: PDF, Word Doc, Excel or CSV.
   

4. Optionally re-select values for report filters.

   

5. Click OK to close Add Schedule pop-up.

6. Click Save at the top to save the Report.