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Scheduled Reports allow you to automatically send reports to stakeholders on a regular basis. Instead of manually generating and emailing reports, you can set them up once and let the system handle the rest.
This will help save time, keep stakeholders updated, ensure consistent communication, and reduce manual effort.
👤 Who can use this feature?
Scheduled Reports are available to users with reporting access, including:
Super Admins
General Admins
Workflow Managers
Experience Managers
Reporters
📊 Create a Scheduled Report
Go to reports, using either of the Workflow, Forms or Launched section there should be a 'Create scheduled report' button. Click this button to begin creating a schedule report.
Enter the details, including name, start date, frequency, and recipients, then confirm to create the report.
⏸️ Pause, ▶️ Resume, or 🚫 Cancel reports
Admin with reporting access can pause to stop reports temporarily and then resume anytime, or cancel permanently. Cancelled reports are removed after 30 days. Admins can also change recipients and cadence.
✏️ Edit a Scheduled Report
You can update the report name, start date, frequency, and recipients. Some settings can only be edited by the creator.
📝 Additional notes
Recipients receive an email with a secure link, numeric password to access link, and a 7-day expiry for access.
Scheduled reports will support ‘Workflow’, ‘Forms’ & 'Launched ' only, with other report types following in Q2.
Questions?
Contact our Support Team via chat! 😊