Create a New Schedule
Go to the Reports page and click on the Schedules tab
Click New Report Schedule
Add Details
Enter the following:
Name - this will appear as the email subject line for the recipient
Description - for internal use
Recipient Email Addresses - once you've entered an email address, make sure to enter a space after the address so that it shows in the field
Select your Schedule from the following options:
Every Hour
Every Day - select time options from the dropdown
Every Week - select day(s) of the week and time options from the dropdown. If you'd like to select multiple days, select each day you'd like the Report to be sent
Every Month - select day(s) of the month and time options from the dropdowns. If you'd like to select multiple days, select each day you'd like the Report to be sent
Set an end date for your Schedule:
Until date - select a date from the dropdown. The Schedule will then end at midnight on this date
Indefinitely - the Schedule will continue to send unless you set a date above
Select your Attachments:
Type - either Report or Dashboard
File Format - either CSV or PDF
Select your Reports
Select a Destination - by default the Report is emailed to the recipients above. If you have a Document Delivery Method set up (e.g. SFTP), you can select it here so the file is delivered there instead
Click Done to save
Learn more - Guide: Document Delivery Methods
Manage a Schedule
Click into the Schedule at any time from the Schedules tab
This page displays the:
Last Run
Next Run
Date that the Schedule Runs Until
Learn more - Guide: Run Schedule & Schedule History