Schedule legacy reportsLast updated on 03/22/2022

• You can also filter reports by content based on the recipient when scheduling reports, allowing specific roles to see specific information. Account configuration is required. Please contact Technical Support for details.

• You can also schedule custom reports.

1. Go to the navigation bar and click Reports.

2. In Reports, click Legacy Reports in the side panel. A list of reports opens.

3. Find the report you want to schedule and click Schedule on the right of the report name.

   Note

   Note

   If you don’t see a report, you can search by report name. Enter the name of the report to view related results, or browse by category.

4. Enter details for the report, such as name, date range, business unit you want to report on, and periodicity (which is how often you want the report to run). You can also update the subject line, so your recipients know what the email is about before opening it.

5. When you’re done, click Save.

Fields and what they mean

1. Name	Name of the report; this is how it will read in all emails sent for the report scheduled
   Subject	Enter a subject to classify the report. This is the subject line of the email recipients see when they receive the report.
   Business Unit	You can select to schedule reports for individual business units or all business units.
   Status	Filter based on invoice status: Posted, Exported, or All
   Date Range	You can select a date range for the scheduled report to see only data for those days.
   Attach report as	Select the check boxes to send the report as a PDF or XLSX document.
   Next send date	Schedule the next send date for the report.
   Interval	You can schedule the report to be sent out on a daily, weekly, or monthly basis.
   Periodicity	Add how often you want the report to be sent to your recipients based on the interval. For example, if you select Daily for Interval and enter 2 for the Periodicity, the report is delivered every two days at the scheduled send time.
   Recipients	Select your recipients.

   Account configuration required

   Account configuration required

   Please contact Technical Support for details.

   Note

   Note

   Filtering content by recipient works with specific reports once the feature is enabled. If the option does not appear when scheduling a report, it's not available for that specific report.

   You can schedule reports and filter the content by recipient. This enables you to send scheduled reports to recipients AND select the content they see based on their role.