Schedule a report

You can schedule reports to run automatically by following these steps:

1. Go to the Reports page from the top navigation bar.

2. Scroll down to the Scheduled Reports section.

3. Select the report from the dropdown menu.

4. Click the Add scheduled report button.

5. Configure the settings.

6. Click Save changes.

Note, when scheduling reports the attachment size is limited to 10MB. If your report exceeds this size, the email will not be sent and the report owner will be advised.

You can refine the report using the reports filters and create a saved search so a scheduled report can be set up based on a saved search reducing the size of the report.

You can reduce the size of the report by selecting the option to compress the file when setting up your scheduled report.

Next steps

• What are scheduled reports?

• Scheduled report settings