Tip of the Week: Scheduling Reports for Efficiency

Setting Up Weekly Scheduled Reports 

When configuring your scheduled report, selecting the correct date range ensures you always get up-to-date information. Follow these steps: 

1. Navigate to Reports – Go to the Reports section and select the report you want to schedule.
2. Choose the Date Range Parameter – Look for the calendar icon in the Date Range field.
3. Expand the Advanced Date Options – Click on the >> button at the bottom left of the calendar to open additional date selection options.

4. Select the Appropriate Date Template – For example, select First Day of This Week to have the report always start from the first day of the current week whenever the schedule runs. Similarly, you can select Last day of This Week if you want to run the report for the full week.

5. Generate – Review your settings and generate the report.
6. Schedule – Once you’ve generated your report, navigate to the schedule icon on the top of the screen.

7. From under the scheduling pop up, you can select to schedule your report ‘periodically’ and set your ‘Date’ cadence as ‘Daily’, ‘Weekly’, or ‘Monthly’.

Your scheduling is complete! If you click to go back to the main Reports screen, there’s a ‘Manage Schedules’ button on the top right corner where you can make any edits necessary, and check the status of each scheduled send has sent successfully.

Why Use Scheduled Reports? 

• Saves Time – No need to manually generate reports.
• Ensures Accuracy – Automatically updates the date range so you’re always looking at current data.
• Enhances Productivity – Keep your team informed with automated report delivery. 

With Scheduled Reports, you can focus more on your work and less on repetitive tasks. Try it today and streamline your reporting workflow!