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For Report Builder information refer to Report schedules.

Scheduling a report

A report can be scheduled to run at a specific time in the background and have the output emailed to recipients.

Creating a report schedule

1. Load the relevant report.
2. From the top right, click the cog icon.
3. Click Schedule.
   
   
   
   
4. The Schedule pop up displays.
   
   
   
   
5. Enter a name for the schedule - this will also be the title of the schedule email.
6. Enter a list of recipient email addresses - paste into the dialog, and you can provide a comma, semi-colon, colon or pipe-separated list.
7. Configure the Email Content.
8. Select the output format for the attached data - CSV, Excel, JSON, Text or HTML.
   Note: If using a reporting template, ensure you select Excel for the data to be merged into the template.
9. Ensure the Trigger is set as Repeating Interval.
10. Configure the the timing of the schedule to run, along with the appropriate days and times.
    Note: Do not create any schedules between 3AM and 6AM on Sunday (your local time) as this is our maintenance window.
11. Click Filters to enter override values for any filters set on the report which are applied when the schedule runs. If none are entered, it defaults to those set on the report.
12. Click Advanced options to configure what happens when there is no data returned for that report, as well as the time zone you want applied when determining the time of day to run the schedule.
13. Click Save All to keep the settings.

Visibility of Report Schedules

A user can only see and edit the schedules they created themselves (given they have edit rights on the report), unless you are controlling another user in which case can see and edit the reports of the controlled user.

Editing a report schedule

Only the user who created the schedule will be able to edit it.

1. Load the relevant report.
2. From the top right, click the cog icon.
3. Click Schedule.
4. On the left under the list of Schedules, click the relevant schedule.
5. On the right make the necessary changes.
6. Click Save All to keep the settings.

Managing schedules

On the Enhanced Reporting page, click the Schedules tab.

Features:

• Search - enter text to search by report title, report schedule name, report owner, report recipient, or by referrer.
• All, My Schedules buttons - click to filter the report list.
• Report list - displaying existing report schedules.
  • The following column headings can be clicked to sort by ascending or descending: Report; Schedule; Created by; Status.
  • Actions can include delete.

Note: We don't record and display schedules when no data was delivered. Only successful deliveries and failures are recorded.