Skip to main content

Create a report and schedule it

Build a report from widgets and set when it's emailed.

R
Written by Rodrigo Zaupa

You need permission to create reports.

  1. Select Reports in the sidebar, then New report.

  2. Under Schedule, choose a Frequency. For anything but Manual, set a Start Date, a Send time and a Reference date.

  3. Under Recipients, add a name and an email for each person.

  4. Under Content, give the report a Title and select Add section for each widget you want. If you leave Section name empty, the widget's title is used.

  5. Select Create Report.

[Image: The report form with Schedule, Recipients and Content]

Under the schedule, UDP shows the next delivery and the date its data will be as of, for example Next delivery: … · Data as of …. Send times are in your company's time zone; if you're in a different one, the form says so.

A monthly report scheduled for the 29th, 30th or 31st goes out on the last day of shorter months.

Related articles

Did this answer your question?