Help Centre

How can I schedule a report?

Getting the correct information at the right time is critical. Schedule your reports so you have current data informing your decisions. To schedule a report:

  • Step 1

    On the main menu, click Reports.

  • Step 2

    Locate the chosen report on the Default Reports or Custom Reports tabs.

  • Step 3

    In the More list for the chosen report, click Schedule Report.

  • Step 4

    In the Saved Filter list under Filter & Description, click the filter of your choice.

  • Step 5

    In the Schedule Description box, write a brief description of the schedule, such as the frequency, file type of the export, etc.

  • Step 6

    Click Next. The Filter & Description section collapses and the Schedule section expands.

  • Step 7

    Click to select between a CSV or PDF file format for the export.

  • Step 8

    In the Recurrence list, click Daily or Weekly.

  • Step 9

    Click to select the Start Date and End Date.

  • Step 10

    When you are satisfied with the schedule, click Schedule Report. The reports will appear as scheduled in the Generated Reports tab on the Reports page. Scheduled reports are available to be seen by 8:00 a.m. EST on the day they are scheduled.

Still Need Help?

Contact Us