SCHEDULE YOUR REPORTS
Click HERE to watch the video about how to schedule a report.
Boxed Items: Based off the report's filters, the initial steps of building a scheduled report will change. Each step will need to be successfully completed and then the next step will automatically populate.
NOTE: To send the scheduled report to multiple people, please use a space or a comma. Use "Enter" to move on to the next step.
1 - Report Date Filter: Use the box to toggle on/off the Date Filter. The Report Date Filter here correlates to the Date Filter inside the Report. To choose "All Time" simply leave the Date Filter disabled. To choose a specific time period, select the number value and the time value from the drop downs.
2 - Subject: Edit Subject line, if necessary
3 - Status: Status relates to whether or not the Schedule Report is active (sending the report) or inactive (not sending the report).
4 - Expiration Date: Set the expiration date; leaving blank will run the report continuously. For example, you may want set the expiration date to correlate with a holiday break, the end of Fall Semester, or the end of Q4.
5 - Attachment: Select Attachment type: XLS, CSV, or PDF
6 - Frequency: Select how often you'd like the email to be sent NOTE: If you select "Yesterday" in Report Date Filter and then set this drop-down to be sent daily at 4am, the report will take the data from 4am the previous day to 4am this day. The same works for the "Last Week", "Last Month", etc.
7 - Message: Create and format the Message which will appear as the email body
8 - SAVE: Save Scheduled Report (or Cancel)