How to schedule a report
Scheduling a report delivers it automatically on a recurring basis so stakeholders get updates without manual work.
#When to use this
Use this for regular reports people expect on a cadence.
#Step by step
1
Open Reports
Go to the reports area.
2
Set up a schedule
Choose the report, the cadence, and recipients.
3
Save
The report will now deliver on schedule.
4
Confirm delivery
Check that the first scheduled report is received.
#Expected result
What you should see
The report is delivered automatically on the schedule you set.
#Common mistakes
- Scheduling to the wrong recipients.
- Not confirming the first delivery.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The scheduled report did not arrive | Confirm recipients and that workspace email delivery is working; see Troubleshoot email. |
#Best practices
- Confirm the first delivery.
- Keep the recipient list current.
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