Reports
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      2. Reports

      Scheduling reports

      Learn how to schedule key reports that are important for your team on a fixed schedule

      On this page: 

      Accessing  Schedule reports

      How to schedule a report

      How to download the schedule report 

      How to edit the schedule report 

      How to unsubscribe from a report

      FAQ

       

      To Access Schedule reports: 

      1. Click into your Reports tab 
      2. Select Schedule Report 

      schedule reports

      How to Schedule report: 

      1. Click into your Reports tab 
      2. Select Schedule Report 
      3. Select one of your previously custom saved reports (ensure that you have created a custom saved a report in advance)
      4. Choose the desired Frequency for your report delivery: either Daily, Weekly, Bi Weekly  Monthly or Quarterly
      5. Specify the Day of the week of the report 
      6. Select which email the report should be Sent to
      7. Click Schedule and Close 



      Note: Only users with the permission to export reports will be able to schedule reports

      How to download the schedule report :

      1. Check your email for a message titled commonsku report: New report is ready to view
      2. Click on the View report button to download the report 
      download report

      How to edit a schedule report

      1. You can click the link in the email that says Click here to change or remove the scheduled report 

      update report-1

      or

      2. Alternatively, To update the filters and reschedule your report again, click back into Report> Schedule Report, update your filters and click Save

      schedule reportd

      How to unsubscribe or unscheduled from a schedule report

      1. To update the filters and reschedule your report again, click back into Report> Schedule Report > Unschedule

      schedule report q

      or

      2. In the email to download the scheduled report, click the unsubscribe link. 

      unsubscribe-1

      Please note that only the creator of the scheduled report has the ability to unschedule or reschedule the scheduled reports.

      If you are not the creator of the scheduled report, clicking the unsubscribe link will remove you from the mailing list without granting access to the report page.

       

      FAQ


      Can I schedule more than one custom reports? 

      Yes, it is possible to schedule more than one custom saved reports. Just note that You will only be able to schedule each report once. 

      Can I schedule reports for my team members or employees?

      Yes, You will be able to schedule reports for your team or employees as long as you have the permission to export reports.