You can create multiple report schedules, each of which runs one or more reports at specified times. Scheduled reports run at specified intervals. The reports are then packaged in PDF files and delivered to designated recipients via email.

 

To manage report schedules:

1. Go to Data Insights > Report Schedules
2. Click New Report Schedule, 
   or select an existing report to modify it or delete it.​

When you set up a report schedule, you specify:

• Name - For example, "Weekly Status Reports".
• Active - Use this option to turn off a particular set of scheduled report(s).
• Start Date & Time - When to begin generating the report(s)
• Recurrence - Use these option to schedule daily, weekly, monthly, and yearly reports.
• Reports - Select the reports to run at the scheduled time.
• Users - Select the users to notify when the reports are ready.