How To Create A Scheduled Report

Learn how to efficiently set up a single-occurrence report within your dashboard. This guide walks you through the configuration process to ensure your reporting data is generated precisely when you need it.

Chris Pentland
10 steps
2 minutes

Click "Log in to your account"

Open Reports

Click "Reports"

Click "Scheduled Reports"

Configure Schedule

Click "Add Schedule" on the report you want to schedule.

For "Schedule Type" Select the frequency of the report.

Example: Select “Daily (Excluding Weekends)” from the Schedule Type menu.

Under "Recipients", enter the email of the recipient. If more than one, separate these with a semi colon. In the example we entered just one recipient: chris.pentland@vynecorp.com in the Recipients field.

Open the "Scheduled" Hour menu.

Enter a time you want the report to run. If it is a large report, select an off time to when users accessing Trace is very light and not a busy time. example we entered 05:00 as the scheduled hour.

Click "Save" and the report will be scheduled at the time and days you chose.