Click Reports -> Scheduled Reports to see the reports that are generated automatically on a schedule.
Click Schedule Report to schedule a single report, or New Multiple Scheduled Report to send several reports together in one schedule. The form contains the following fields.
Name: Enter a name for the schedule.
Report: Select the report that you created. Map type reports are not listed. In the multiple schedule form, you select several reports instead of one.
Range: Select the time range of the data in the report: Today, Yesterday, Last Week, Last Month, Custom or Custom Date Range. With Custom, enter a value in Contain Last and choose days or hours. With Custom Date Range, pick a day of the week and a time for both Start Date and End Date.
Export Type: You can export the report as Excel, CSV, PDF or HTML. When you select PDF, also choose the Orientation (Portrait or Landscape). When you select Excel, the form reminds you that a report with too many rows may not open in Excel.
Repeat: Select how often the report runs: Once, Every Hour, Every 3 Hours, Every 6 Hours, Every 12 Hours, Every Day, Every Week or Every Month.
Schedule Report: Select the date and time of the first run.
Integrations: Select how the report is delivered. The list shows the integrations defined under Settings -> Integrations -> Responses that support scheduled reports.
Mail Recipients / To Others: These fields appear when an e-mail integration is selected. Pick Logsign users in Mail Recipients, and type external e-mail addresses (separated by comma or space) in To Others. At least one of the two must be filled in.
Expire: Select the expire time of your scheduled report (3, 7, 14 or 30 days). If you do not want your scheduled report to expire, select Disabled.
Message: Optionally, enter a text to send with the report.
Don't include empty report: Check this box if a report without data should not be sent.
Disabled: Check this box to save the schedule without running it.
When you finish your configuration, click Save. Your scheduled report then appears in the Scheduled Reports list.