Menu

Manage and Schedule Reports (with New Scheduler)

Overview

This article provides instructions on how to manage and schedule your saved reports using the Report Scheduler.

Note: A 'New' Report Scheduler is available for Insights version 1.14 and above. On Demand customers are recommended to migrate from the 'Old' Report Scheduler to the new one prior to the removal of the 'Old' Report Scheduler on 5/15/18. You can follow this document for migration instructions.

a.png

 

Manage Reports

Select the Saved Reports tab and choose Manage from the drop-down menu. From here, you can manage all of your saved reports.

Your saved reports will display in the Personal Reports section by default (only you can see it).

To share a report with others, do the following:

  1. Right-click on the blue, filter icon.
  2. Select the 'Share Report' option.
  3. The report(s) will be cloned to the Shared Reports section.

 

save.png

Below is an example describing the functionalities you can do on a saved report.

 

action.png

 Select action you want

  • Schedule: schedule your report. This function be described in the next section.
  • Embed: Copy the generated script and embed the report onto your website
  • Run Report: Open the report 
  • Edit Report: Rename the report
  • Delete Report

Show/Hide the report in the menu: tick the checkbox on which reports you want to be displayed in the Saved Reports dropdown.

showin.png

Schedule Reports

From Manage report page, click the Clock icon  to open the  Report Schedule dialog.

schedule.png

 

  • You can customize subject of the report email by inputting into the field "Title"
  • To email your report to yourself or others, enter the recipients (separated by semicolon)
  • The report can be sent to your emails in different formats: PDF, HTML, XLS, CSV
  • The report can be scheduled in many different intervals: Once, minutes, hourly, daily, weekly, monthly
    • Some examples: run once at <start time> <Run On Date>, Every x minutes, Every x days, Sun and Monday every 2 weeks, day 3 of Jan and Feb

schedule1.png

Edit/ Delete  your schedule

Click the  icon   again to open the schedule dialog in order to edit or delete a schedule.

Note: If you want to delete a saved report, you need to unschedule it first (Click Unschedule button).

edit.png

 

Powered by Zendesk