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.
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Navigate to the list of reports from the Analytics Reports portal, go to Reports> Manage Reports.
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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.
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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.
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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).
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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.
- 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.
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Save the scheduled report by clicking the save button. To save the scheduled report and send an example report, click Save & Send Now.