Manage report schedules

You can schedule reports to be emailed to you and other IT admins on a daily, weekly, or monthly basis. Each email links to a downloadable XLSX file of the report, which remains available to download for seven days. The downloads are authenticated with a one-time password sent by SMS.

To create a report schedule:

1. Go to the Reports page and click the REPORT SCHEDULES tab. Then click ADD SCHEDULE. Up to ten reports can be scheduled at a time.

2. Complete the following fields:

   • Schedule name — Enter a unique name for the schedule.
   • Report — Select up to five reports to email. Click SELECT REPORT. On the page that opens, select a report from the CUSTOM REPORTS or PREBUILT REPORTS tabs.
   • Frequency — Set how often the report is emailed. Select either Daily, Weekly, or Monthly.
   • Start date and End date — Set a start and end date for reports to send.
   • Recipient(s) — Select the IT admins to send the report to.

3. Click ADD SCHEDULE.

The schedule is created.