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    Schedule a Report

    To schedule a report, do the following:

    1. Select the Schedule Report left navigation link.
    2. Click the Add Scheduled Report button at the top right of the Scheduled Reports page. This brings up a list of reports to run. Choose the report that you want to run on a repeated basis by following its link.
    3. On the subsequent page, enter all of the schedule details and report options and then select Generate Report Schedule .
    4. Save the changes.

    Most reports share the following items:

    • File type: The file format that will be used to generate the report. Options usually include PDF or CSV. Certain reports are only available in PDF.
    • Schedule Name: The name of the report schedule that will appear in the reporting interface.
    • Run: The time schedule in hours, weeks, months, or years that the report should run on.
    • Period: The period of time that the report should be run on.
    • Send to: The e-mail address that this report should be sent to.
    • Enabled: Sets this report schedule to active (YES) or inactive (NO). Inactive reports will not be run on a scheduled basis.

    Figure 1: Schedule Report - Scorecard

    Schedule Report - Scorecard

    Note: Individual reports can have various additional options that are specific to that report. For instance the Country Comparison Over Time report contains a field for the number of countries to show and a list of specific countries to include.

    Figure 2: Schedule Report - Country Comparison Over Time

    Schedule Report - Country Comparison Over Time

    Published: 2015-02-04