Scheduling a Report

You can schedule reports to run once or on recurring periods in the future. When you schedule a report, you can specify notifications that should be sent for that report. In addition, you should make sure that the default settings for notifications for all scheduled reports have been set up.

Follow the procedure below to schedule a report:

  1. Go to RESOURCES > Reports.
  2. Select the report(s) to schedule from the table.
  3. Click More > Schedule.
    Note: You can also schedule a report from the lower pane - Schedule tab after selecting the report. Use the + icon to enter the Schedule settings.

  4. In SP Global Scope, under Organization section, you can choose either Run this report for or Schedule this report for with selected organizations:

    1. Choose Run this report for if you would like to run the report for only Global administrators. This choice will combine event data from all selected Organizations within one PDF or CSV report and sent to the Global Administrators set in the Notification settings.
    2. Choose Schedule this report for if you would like to run this report for each selected Organization seperately same as you login to each of these Organizations and schedule this report there. In this case, each selected organization will receive its own copy of PDF or CSV report containing the event data for its own Organization based on the Notification settings.
  5. Select the Report Time Range, Schedule Settings and Schedule Recurrence Pattern.
  6. Select the Output Format as PDF or CSV.
  7. If you do not want to include Chart in the output enable No Chart option.
  8. Enter the Maximum Rows to Display on Report.
  9. Specify the Notifications that should be sent when the report runs from the available options:
    • Send default notifications- to send default notifications.
    • Specify custom notifications - to send notifications to specific email addresses.
    • Copy to a remote directory - to copy the report to a remote directory.
  10. Specify the time that the report should be retained after it has run using Retention setting.
  11. Click OK.
    The report will run at the time you scheduled.