Scheduled Reports

Account users can create automated reports to run periodically on the system. Each scheduled report requires a Report Name, a Report Type, and Scheduling setting.

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Scheduling Frequency

A definition of the scheduling frequency concepts is provided in this table.

Report Type	Details
Daily Reports	Generated every day at a specified time. These reports provide a daily overview of data and ensure up-to-date information is available on a daily basis.
Weekly Reports	These reports summarize data on a weekly basis, offering insights over a 7-day period. Execution Day: The specific day of the week (e.g., Monday, Wednesday) on which the report is generated. Start Day Period: The initial day from which the weekly reporting period begins (e.g., the first Monday of the reporting period). These reports summarize data on a weekly basis, offering insights over a 7-day period.
Monthly Reports	These reports aggregate data on a monthly basis, providing a comprehensive view over a 30-day period. Execution Date: The specific day of the month (e.g., 5th, 15th) on which the report is generated. Start Date Period: The initial date from which the monthly reporting period begins (e.g., the 1st of the month). These reports aggregate data on a monthly basis, providing a comprehensive view over a 30-day period.

Report Type

Details

Daily Reports

Generated every day at a specified time. These reports provide a daily overview of data and ensure up-to-date information is available on a daily basis.

Weekly Reports

These reports summarize data on a weekly basis, offering insights over a 7-day period.

Execution Day: The specific day of the week (e.g., Monday, Wednesday) on which the report is generated.

Start Day Period: The initial day from which the weekly reporting period begins (e.g., the first Monday of the reporting period). These reports summarize data on a weekly basis, offering insights over a 7-day period.

Monthly Reports

These reports aggregate data on a monthly basis, providing a comprehensive view over a 30-day period.

Execution Date: The specific day of the month (e.g., 5th, 15th) on which the report is generated.

Start Date Period: The initial date from which the monthly reporting period begins (e.g., the 1st of the month). These reports aggregate data on a monthly basis, providing a comprehensive view over a 30-day period.

Create Scheduled Report

To create a scheduled report, do these steps:

Select Reports from the sidebar Menu.
Select the Scheduled Reports tab and click +Schedule.
Type a Report Name.
Select a Report Type.
Enter the required information for the selected Report Type.
Specify the Scheduling Settings:

Daily: Report is generated for the selected day.
Weekly: Select a Start Day to specify the report period and an Execution Day on which the report is generated.
Monthly: Select a Start date to specify the report period and an Execution Date on which the report is generated.

Set the Frequency and Execution Date for weekly and Monthly periods.
Click Apply to set Scheduling Settings
Click Create to generate a scheduled report. The report is added to the Scheduled Reports table.
Click Reports Historyto view all generated automated reports.