Scheduling Report Builder reports - Frequencies

Scope

How to email or share custom reports created using Report Builder

How to choose the users while sharing the custom reports on Report Builder?

How can I schedule my custom reports to be sent daily or weekly? I want to schedule the report to be sent on specific dates of a month. How do I accomplish this? I want to schedule the report to be sent on specific dates of a month. How do I accomplish this?

Solution

To create a custom report using report builder, refer to our solution article here.

To schedule a report and select the users that you would like to share the report with, please refer to our video here.

To schedule a report on a daily basis at a particular time -

1. Choose "Recurring" after clicking "Schedule"

Select the "Frequency" as "Daily"

Once the frequency is chosen, you can choose the time (if you choose daily)

To schedule the report to be sent on selective days of a week -

1. Choose the "frequency" as Weekly" and click on the "Select days" drop-down to choose the days in the week.

Once this is done, you can set the time on the selected day in the week, at which you want to receive the reports -

To schedule the report for fourth week of every month -

1. Choose the "Frequency" as a Monthly

2. Select the type as "Relative" -

Select the week as "Fourth week" and once this is chosen you can select the days in the week and the time like the weekly option above.

I want to schedule the report to be sent on the last day of every month. How can I schedule it -

1. Choose the "Frequency" as "Monthly"

2. Choose the type as "Specific"

3. Choose "last day" in the next dropdown

I want to schedule the report to be sent on specific dates of a month. How do I accomplish this?

Choose the "Frequency" as "Monthly"

4. Choose the type as "Specific"

5. Choose "Dates" in the next dropdown

6. Choose the dates from the next dropdown.