Prerequisites
Before you begin, ensure you have the following:
Access to the "My Reports" section.
An existing custom report that you want to schedule for export.
Step-by-Step Instructions
Access My Reports
Navigate to the Reports section in your reporting tool.
Click on "My Reports" to view the list of reports you have created.
Update Schedule
Locate the existing custom report for which you want to create a schedule.
Click on the "Update Schedule" icon next to the report.
Add Schedule Details
Fill in the required details such as:
Schedule: Choose the date and time when you want the report to be generated and exported.
Frequency: Select how often you want the report to be exported (e.g., daily, weekly, monthly).
Report Duration: Specify the time frame or duration of the report data to include.
Create Schedule
After adding the schedule details, click on "Create Schedule" to set up the automated export schedule for the custom report.
FAQs
Can I edit or delete a scheduled report export?
Yes, you can typically edit or delete scheduled exports. Navigate to the "Report Schedules" section, find the scheduled report, and use the appropriate options provided.
How will I receive the exported reports?
Exported reports are often delivered via email.