If you regularly run the same custom report, you can create a schedule to generate it automatically on a daily, weekly, or monthly basis.
đNote: You can only create or edit schedules for custom reports that you own. If the report was created by another user, ask the original creator to update the schedule or clone the report and create your own schedule.
Create a report schedule
Open the custom report library.
Locate the report you want to schedule.
Under the Schedule column, select Set Schedule.
Complete the scheduling options in the popup window:
Frequency: Daily/Weekly/Monthly (if weekly, select your day of the week, if monthly select your day of the month).
Start date for the schedule.
End date for the schedule.
Time of day - select an hourly interval.
Output file format - .csv or .xslx.
Enable Sharefile Upload - ticking this will generate a file within your Sharefile folder.
Email address to receive the confirmation for the report being successfully generated and confirming the location where it can be downloaded.
Checkbox that allows you to activate/deactivate the schedule of a template.
Click SAVE.
When the schedule is saved, the Next Due and Status columns are updated to show when the report will be next run and whether the schedule is active.
View scheduled report output
Scheduled report outputs are automatically stored in the Report History tab.
From Report History, you can:
Review previously generated reports.
Download report outputs.
Verify that the schedule has executed successfully.
Expected Outcome
Once the schedule is active, the report is generated automatically based on the frequency and timing you've selected.
If an email address has been configured, a notification will be sent confirming that the report has been generated and where the output file can be accessed.