How to Schedule a Custom Report

Once you have created and saved a custom report, you can create a notification group and a schedule.

Notification Group

Notifications groups are a centralised way to manage who the report is delivered to. You can add new notification groups in the Administration section.

A list of your current notification groups is displayed. Click View to see the email addresses included in that group.

To create a new notification group, click Add Notification Group in the top right.

You can select existing users, and add emails of external users who you wish to deliver the report to.

Click "Create"  in the top right to save the notification group. "Cancel" will discard the changes made.

Report Scheduler

Use the Report Scheduler to automatically generate and email custom reports to a notification group on a set schedule.

On the Report Scheduler, you can see what schedules have already been created.

At the top right, there is a button to Create a new schedule.

A summary of each of the fields is below

• Name: The display name of the report
• Description: A description for internal use
• Enabled: Allows you to turn on/off the schedule without needing to delete it.
• File Type: Select whether you would like the report to be exported as a CSV or PDF
• Notification Group: Select the group that you want notifications to be delivered to. See the Notification Group section above for setup instructions.
• Reports: Select which saved reports you would like to be delivered. You can select one or more.
• Schedule: Choose a Daily, Weekly, or Monthly delivery. You can specify what time, and for Weekly/Monthly delivery, which day.

Click Save to save the schedule.

Note: Make sure the Enabled toggle is turned on when creating or editing a schedule.