Report Scheduler 

Here, we will schedule the date, time, and period through which a previously built report will be sent. 

These are the options you have to configure for the automatic reports: 

  • Description, a brief description to identify the report schedule. 
  • Report, report to be sent, previously created in Report Builder
  • To, email to which we are going to send the report. 
  • Start Date, date and time we wish to start sending the reports. 
  • Repeat Mode, the interval in which we want to send the reports. 
  • Every, how often we wish to apply the Repeat Mode, for example, if we wish to send it weekly, but being every two weeks, here we can input 2.  
  • Weekdays, this option only appears if we have set the Repeat Mode weekly. Here, we select the days of the week we wish to perform the task. 
  • Email Template, we select a previously created email template. 
  • Enabled, Enable or disable the scheduled sending, This option is useful since it lets us stop the task without having the delete it completely. 
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Updated on December 18, 2023