How to Schedule reports

Reports can be scheduled to be generated on a recurring basis.
  1. Under the BUILD section, from the bottom right corner of the screen, click Share.

    A popup window to Schedule reports is displayed.

  2. In the Schedule reports window, under the Schedule section, enter/select the field information.
    The following table describes the fields in the Schedule section:
    Field Description
    *Starts on Select the date on which report is to be scheduled.
    *Repeat every Select the numeric value and the frequency of recurrence as minutes, hours, days, weeks, months, or years.
    *Ends Select when the report should stop recurring. The options available are:
    • Never
    • On a specific date.
    • After a set number of occurrences.
    The asterisk (*) symbol indicates mandatory fields.
  3. Click Save.
    The scheduled report will be displayed on the Reports :: Schedule page.

  4. To disable/pause the scheduled job, click .
    The scheduled job is paused.

  5. To resume the scheduled job, click .