Scheduling Reports

You can schedule reports to be sent out to users via email at a pre-determined frequency.

Step-by-step Guide

To schedule a custom report:

1. Go to Site Administration > Reports > Report Builder > Custom reports

2. Click on the report's name

3. Click on the "Schedule" tab

4. Click on the "New Schedule" button

5. Fill out the form in question

6. Click on the "Save" button at the bottom of the page.

Scheduling Options

Frequency

A report can be scheduled to run:

• Daily

• Daily (weekdays only)

• Weekly

• Monthly

• Annually

File Format

The report can be sent as:

• CSV

• Excel (.xlsx)

• HTML table

• JSON

• OpenDocument (.ods)

• PDF

Recipients

The recipients of a scheduled report can be chosen in four ways:

• All users: every user on the site receives the report.

• Assigned system role: everyone who holds the selected role receives the report.

• Manually added users: select the users one by one.

• Member of cohort: every member of the selected cohort receives the report.