Step 1 - Defining the schedule

To schedule a report, go to Reports > Guided Reports > Use saved and find the report you want to schedule. Go to the far right of the row the report is on and hit the arrow button to get a list of options. Click on Schedule.

This will take yo to a new page with a form of information to fill out, which will determine when and where you want the report results to be sent.

Time:

Date:

Report:

Output format:

Email:

Once these fields are filled out and saved a line will appear below the Task scheduler with details of the job.

After the report has run and the results have been sent, the line will disappear. 

Step 2 - Receiving the results

Once the report runs, the results will be sent to the email address specified in the Task scheduler, something like this:

Important points

In order for a report to be schedulable it must not require any additional input once you hit run. For example, if a report required a specific branch to be selected it would not work with the report scheduler because it would be waiting for the branch to be defined, which requires manual intervention.

As with manually running reports, if a report is scheduled that is very large, there is the possibility that the site will slow down when it is triggered to run, and care should be taken with the size of reports being run.