Schedule a Report

Scheduled reports are delivered (to a set of emails, FTP location, or S3 location) on a specified regular basis (daily, weekly, etc.)

  • Scheduling is optional. Data can always be downloaded from the Analytics Reports portal.
  • Use scheduled reporting to consistently push recurring data reports.
  • Apply scheduling to any new or previously created custom report.

Note: To schedule a Standard Report or a custom report which you are not the owner of, first Duplicate the report and save it with a new name. For more detail, see Copy (duplicate) a Report.

  1. Navigate to the list of reports from the Analytics Reports portal, go to Reports> Manage Reports.

  2. Locate the report within the list of reports or find the report to schedule using the search feature by typing the name and pressing enter/return.

  3. From the options menu (... on far right) of the report line, select schedule from the dropdown. A green clock icon will appear in the schedule column.

  4. Set Scheduling by clicking the green scheduling icon to open the schedule setting panel. In the Schedule report panel

    • Select the settings (frequency, date filter, start and end dates) Use the Settings section to select how often to send the report and the start and expiration dates.
      • Frequency - How often is this report to be sent? Select from Hourly, Weekly (from Monday to Sunday), Daily, Monthly.

      • Date filter - The default schedule length is 3 months but it may be extended as far out as 6 months. Expiration dates can be revised at any time. Example: A report is scheduled today (Jan 1) and set to expire in 6 months (June 30). On June 29 (or any time before the actual end date) the expiration can be revised up to 6 more months (Dec 29).
    • Select the delivery options (delivery format, email, FTP or S3) Use the Delivery section to define how and where to deliver the report.

      • Frequency - How often is this report to be sent? Select from Hourly, Weekly (from Monday to Sunday), Daily, Monthly.
      • Format - defines the report format ( CSV, Unix flat file, Excel, PDF, or XML) that is sent to the delivery location.
      • Delivery Location - check one or more of the available location options.
        • Email - Start typing an email and select the required user from the dropdown or enter it manually. Add or remove email recipients as needed. Note: Portal user viewability is controlled by permission, some users may not be visible to you.
        • FTP - Enter the standard FTP credentials including the path, username, and password. Only visible to the report creator.
        • S3 - Enter the standard S3 credentials including the path, access token, and secret key. Only visible to the report creator.
  5. Save the scheduled report by clicking the save button. To save the scheduled report and send an example report, click Save & Send Now.