Schedule Reports to Run Automatically (w/ Video)

Written by Mason Davis

Last published at: January 13th, 2022

Share this article:

Emailed Reports can be scheduled to run at pre-defined intervals, by following these steps:

 

  1. Hover over the Reports module and select ‘Manage Report Schedules’.
  2. Click on the Add button and the New Report Schedule page will open.
  3. From the Report drop down, select the report you wish to schedule.
  4. From the ‘Send On:’ drop down, select the scheduling cycle you wish to use and make sure the ‘Enabled’ check box is checked.
  5. Select your cycle period. You can select specific weekdays, a specific week day of the month or specific day of the month.
  6. Select the report format(s) you wish. PDF is the default.
  7. Enter one or more email addresses (comma separated) where the report is to be sent. Alternatively, you can select a specific person from your AppColl contacts.
  8. (Optional) Enter a subject line and/or body for the email.
  9. Click on the Save Button.
  10. The report will automatically be sent at the designated timeframe(s).

This video further explains the above steps.