Scheduling a report

You must have an existing scheduled report template before you can create a scheduled report. For more information, see Creating a scheduled report template.

To view your existing scheduled reports:

1. Click Reports and then click the Scheduled Reports tab. The following buttons are available on the top of the reports table:

   • Click Add to create a new scheduled report.

   • Choose a report, and click Copy to make a copy of the existing scheduled report. Click on the new report to make modifications.

   • Choose a report, and click Delete to delete the scheduled report.

   • Choose a report, and click Suspend to suspend the report. The report will not be generated or emailed until it is resumed.

   • Choose a suspended report, and clickResume to resume the report. The report is generated and emailed at the interval specified in the scheduled report settings.

2. Click Run Report Now to immediately generate and send a selected scheduled report. You can change the Creation Method and Recipients for an immediate run; changes are not applied to the scheduled report template.

To schedule a report:

1. Click Reports and then click the Scheduled Reports tab.

2. Click Add. The Create Report dialog box opens.

   • Report Name is a unique name for the report.

   • Click Delivery Schedule to specify when you want the report to be generated. Specify the time zone in UTC.

   • Under Creation Method, choose whether to create one report per Site, or one report for all Sites.

   • The Recipients options vary depending on your creation method.

     • If you have chosen to create a single report with data for all selected Sites, enter a comma-separated list of up to 25 email addresses.

     • If you have chosen to create one report per Site, choose from the following:

       • Send to distribution list of each site to use the report distribution list associated with each site.

         • In Business view, this report distribution list is specified on the Settings tab.

         • In MSP view, go to the Sites List tab, click the Site Name link, and then go to the Details tab.

       • Send to email addresses provided below to enter a comma-separated list of up to 25 email addresses.

       • Send to both to use both options above.

     • Click Template to specify which template to use for the report.

   • Choose the Sites you want to generate the report for.

   • Use the Languages list to choose the default language for the report to be generated in. One report will be created for each selected language.

3. Once the report is configured, click Create.

The scheduled report runs at the specified time.