How to schedule a report by email

Several reports have a Schedule… button: Report Builder, Data Export, Results Viewer, Completed Tests Audit, Upcoming workload and Interrogation (Completed vs missed checks and Totals pack). A schedule sends the same report again and again, with the dates worked out each time.

Set one up

1. Set the report up as you want it (sites, tasks, filters), then click Schedule….

2. Give it a Name, choose How often (Every day, Every week, Every month) and what it is Covering (for example last calendar month).

   

3. Tick Don’t send it when there’s nothing to report if an empty report is no use.

4. Under Send to, find and add people. Only people in the company who can see every site in the report can be added.

5. Click Save schedule. Reports are emailed at 04:00 as an Excel (or CSV) attachment.

Manage your schedules

The Scheduled reports card on the hub lists them with their status (Active or Paused) and when they last ran.

• Edit, Pause / Resume, and Delete.
• The Excel button downloads it now, built as you, for today’s dates.