If you’ve created a custom report and would like the report to be generated automatically with a specific frequency, you can add a schedule to it as follows:
📌Note: You may only set or edit the schedule for custom reports you've created. To schedule a report created by another user, ask them to do it or clone the report and schedule it yourself.
In the custom report library under Schedule, click Set Schedule against the report you'd like to schedule.
In the pop up box complete the following:
A frequency: Daily/Weekly/Monthly (if weekly, select your day of the week, if monthly select your day of the month).
A start date for the schedule.
An end date for the schedule.
Time of day - select an hourly interval.
The 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.
Press SAVE and you’ll be able to view the Next Due and Status columns for the report being populated with corresponding values.
The output of any scheduled reports are saved in Report History tab.