Schedule Reports

You can arrange for the reports to be sent to internal or external users at predetermined times. There are options to choose from regarding the frequency of sending the reports and the formats in which to send them.

To setup report scheduler

1. In the Reports Home page, click Scheduled Reports in the left pane.
2. Click the New Report Scheduler button.
3. In the New Report Scheduler page, do the following:
   • Choose a report.
   • Select a file format in which to send the report. The available formats are pdf, csv, and xls.
   • Specify the start date and the time when the report will be generated and sent to the recipients.
   • Specify the interval of the report scheduler. You can select one of the following options: daily, weekly, monthly, or yearly.
   • When selecting an interval, you can select the number of times and the time duration for sending the report.
   • Select the type of recipients from the Choose Type dropdown. Select the recipients from the list of users. You can also provide email addresses separated by comma.
4. Click Schedule.

In the Scheduled Reports page, the Active, Stopped, and Completed reports are listed.

• Active: Reports currently scheduled.
• Stopped: The scheduling has been stopped. They can be restarted.
• Completed: The scheduling has been completed.

 Export Reports

You can export the report data into XLS, CSV, PDF, and HTML formats, which can be used for further data analysis purpose.

To export reports

1. Click the Reports tab.
2. Hover over the name of a report. Click the ellipsis (...) sign that appears.
3. Choose Export from the menu.
4. Choose from one of the three export options:
   • Excel
   • CSV
   • PDF