Procedure

Before you begin

Full Admin user role. For more information, see Manage Accounts.

Procedure

1

Navigate to Monitor > Reports and select the report you want to schedule.

For a list of schedulable reports, see Report Scheduling.

2

Select filters for the report and then click Schedule.

Filters are applied to the report and the Scheduling wizard opens.

3

Review filters and click Continue .

4

Select time parameters to set when and how often you want this report sent to recipients. Click Continue.

For each time period, you can specify a time and range within that time period.


 
Delivery schedule defaults to the timezone of the user scheduling the report. If additional recipients need reports delivered at a different time, set up additional scheduled reports with the appropriate delivery schedule.

 
Attempting to schedule a report for a time on the current day, regardless of whether the report is scheduled in the future from the current time on that same day, results in the report being scheduled on the next day at the earliest for weekly and monthly frequencies.
5

Give your report a good descriptive name, add email addresses for recipients of this report, and click Save.

Enter as many recipients as you like separating addresses with commas or semicolons.

6

Your newly scheduled report is listed at Monitor > Management > Scheduled Reports.

You can update this schedule at any time. For more information, see Update a Scheduled Report.