Schedule legacy reportsLast updated on 03/22/2022
You can schedule reports to receive them automatically on a daily, weekly, or monthly basis. Share them with others on your team, too, by setting up specific guidelines. Once a report is scheduled, an email is sent to the recipients based on the schedule you selected.
Things to know
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.
Schedule a report
Go to the navigation bar and click Reports.
In Reports, click Legacy Reports in the side panel. A list of reports opens.
Find the report you want to schedule and click Schedule on the right of the report name.
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.
When you’re done, click Save.
Fields and what they mean
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.