How You Schedule Reports

Scheduled reports are a list of reports that are set up to run on a specified schedule.

You can schedule reports to be sent by email to yourself, other staff members, email addresses, or distribution lists. You can also create a schedule to automatically publish a report. When you define a schedule, you define the specific times when you want the report to be sent. You can also specify the values you want for the report’s filters and variables.

Certain modifications may be apparent when viewing reports or dashboards sent in emails. See Modifications Made to Distributed Reports. In addition, if scheduled reports include custom scripts, the scripts must contain initialization information to ensure they run correctly when recipients open the reports. See Create a Custom Script in a Report.

If you need a report sent when certain conditions are met, you can create alerts. Alerts send the scheduled report when criteria you define in data exceptions are met. For example, you can create data exceptions to flag incidents that have not been responded to in 24 hours, and then create an alert to send the report when the data exceptions are met. See Add an Alert to a Schedule.

Note: The Create/Edit Schedules Analytics profile permission must be enabled to schedule reports. See Analytics Permissions.