Create or edit a report schedule

Introduction

By scheduling a report, the system automatically generates a report and emails it to selected users.

Instructions

Click Reports in the navigation menu.

To create a new report schedule, click the + Add schedule button.

Select the type of report you want to schedule:

• Dashboard PDF
  Generates a PDF version of a selected dashboard.

• Group Dashboard PDF
  Generates a PDF version of a selected dashboard group.

Give your schedule a name, this name will appear as the subject in the email with the results.
Select the dashboard or gateway to create reports on.
Select the date and time of the first report and how much time you want a report to be created.
Enter the email addresses to which the report(s) should be sent. Separate the addresses with a comma.

Optional: When you click Advanced, you can set a Data Interval different from the schedule.

Save the settings.

Attention!

When your report schedule is created, it will be inactive by default.

In the planning tab, click on the schedule you want to activate. You will be taken to the planning settings.
You can adjust all the settings of your schedule.
Under the Advanced section, you will see an activation button.
Click on this button to activate the schedule. You will receive a notification if the activation is successful.