Set up scheduled report

A scheduled report is a report that can be sent once or on the basis of a fixed time plan. With this option, you can periodically send a report to yourself or to a colleague by e-mail. In this article, we will explain how you can set up a scheduled report.

Set up scheduled report

1. Navigate to Reports. 
2. Select the desired report on the left side.
3. Set the settings as desired. 
4. At the section General, you have to choose between three different modes:
   • Download - this option immediately downloads the report into your web browser.
   • E-mail (once) - this option allows you to send the report once.
   • E-mail (scheduled) - this option allows you to set up a scheduled report. By choosing this mode, the section Plan will also appear. Here you can choose the start date, time, interval, and the interval mode.

When you click on the Reports menu, the Cockpit appears. In this Cockpit you will find all scheduled reports. You can stop a scheduled report by clicking on the right of the report on Stop.