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How do I create/edit a scheduled report using Views?

A scheduled report emails a report to you or your admins on a regular schedule. Scheduled reports are set up with Views, so the report uses the filters you saved.

You need permission to manage scheduled reports before Save View and Load View appear.

Create a scheduled report

Section titled “Create a scheduled report”
  1. Open the report you want to use, and set Show report for, When communicating with and any Filters.
  2. Click Save View and give your view a name.
  3. Under Use this View for, tick Scheduled Report.
  4. On the Scheduled Report tab, choose:
    • Type: only when this report has more than one format, such as Overview PDF or Overview Spreadsheet. Other reports set this for you, like the SLA report.
    • Send the report to: All Admins, or A Mailbox / User. For a mailbox or user, you can also add CC Additional Recipients.
    • Frequency:
      • Daily: the past day, sent on the days you choose.
      • Weekly: the past week.
      • Monthly: the past month. Then choose Time of month: Beginning, End, or a Specific day (1st to 28th).
      • Quarterly: the past three months.
    • Days of the week: daily and weekly only. You can choose several.
    • Time of day to send it.
    • Include Today: on by default. Ticked, the report runs through the end of today. Unticked, it stops at the end of yesterday. A Productivity report always stops at yesterday.
    • Hide Filters: off by default. Ticked, the PDF leaves out the filter summary.
  5. Click Save.

Edit a scheduled report

Section titled “Edit a scheduled report”

To change the filters:

  1. Click Load View, choose the view, then click Load.
  2. Change the filters.
  3. Click Update View, then Save.

To change the scheduled report settings:

  1. Click Load View, choose the view, then click Load.
  2. Click Update View.
  3. Open the Scheduled Report tab, make your changes, then click Save.