Schedule a Report

Scheduled Reports allow you to automate the creation and delivery of Insights reports. With Scheduled Reports you can:

• Set up daily, weekly, or monthly recurring schedules.
• Set the report parameters.
• Send to Elite users and contacts, or type in an ad-hoc email address.
• Be notified of any scheduled send failures.

When a scheduled report is sent, the reports are generated and stored securely online. Recipients receive an email with a link to the report; anyone with the link can access the report. Reports will be deleted after 14 days. If a recipient needs to access the report after 14 days, they should download the report. 

To schedule a report, first you create the schedule, then you add the report or reports:

• Create a Report Schedule
• Add Reports to a Schedule
• Copy a Report Schedule
• Test a Report Schedule
• Edit a Report Schedule
• Pause and Resume a Report Schedule

Create a Report Schedule

To create a report schedule:

1. Click your name in the upper left and select Insights Admin. (You can also click the settings gear icon in the upper right on the reports or dashboard pages.)
2. Select Reports in the left sidebar and go to the Reports Schedules tab.
3. Click Create Report Schedule.
4. Name the schedule.
5. Enter when you would like the report sent:
   • Daily or every X number of days:
     1. Send this report: Select Daily.
     2. At: Enter the time the report should be sent.
     3. Starting: Enter the date the report should first be sent.
     4. Every: Select the daily interval the report should be sent. To send the report every day, select 1 day.
     5. Ending: Select the date the report should stop being sent. This is a required field, but you can set it far in the future.
   • Weekly, every X number of weeks, or multiple times a week:
     1. Send this report: Select Weekly.
     2. At: Enter the time the report should be sent.
     3. Starting: Enter the date the report should first be sent.
     4. Every: Select the weekly interval the report should be sent. To send the report every week, select 1 week.
     5. Days of week: Select which day or days the report should be sent.
     6. Ending: Select the date the report should stop being sent. This is a required field, but you can set it far in the future.
   • Monthly or every X number of months:
     1. Send this report: Select Monthly.
     2. At: Enter the time the report should be sent.
     3. Starting: Enter the date the report should first be sent.
     4. Every: Select the monthly interval the report should be sent. To send the report every month, select 1 month.
     5. Select which day of the month the report should be sent:
        1. On: Select first, second, third, fourth, or last.
        2. Day: Select the day of the week, or to send on the first or last day of the month, select Day.
     6. Ending: Select the date the report should stop being sent. This is a required field, but you can set it far in the future.
6. Click Next.
7. Select recipients and format the delivery email:

   1. Recipients: Search for and select the recipients of the email. You can type email addresses in directly or search for existing contacts or contact groups.

      When the report is sent, no check is made whether a recipient has permission in Elite to view the data included in the report. Be sure to only send reports to people who should have access to the data.
   2. Email subject: Add a subject for the email.
   3. In the text editor, add email body text. Merge fields are not available.
8. Click Next.
9. Select recipients for the failure notice:

   • In the Recipients field, search for and select the active users who should receive the notification that a scheduled report has failed. 

     The failure message subject and body text cannot be customized. Failure emails cannot be sent to contacts or people who are not active users in Elite.
10. Click Finish and Create. The report schedule is created with a draft status. You can now add reports to the schedule.

Add Reports to a Schedule

To add reports to a schedule:

1. Click the three dots by the report schedule and select Add Reports.
2. Select the reports to include in the email.
3. When a report is selected, the report card will expand and any date or boolean parameters on the report will display. Add the date range and select the parameters which the report should be filtered by.
4. Once all reports have been selected and date ranges added, click Save and then Cancel to close the edit window. The report schedule's status updates to Inactive. Once the schedule is run on its start date, its status will update to Active.

Copy a Report Schedule

You are able to copy a report schedule. This allows you to create similar schedules without having to create each one from the beginning.

To copy a report schedule:

1. Go to the Report Schedule list and click the three dots by the report schedule. 
2. Select Duplicate. The copy is created, named the same as the original with _duplicated added to the name. 

You can now edit the schedule, including updating the name.

Test a Report Schedule

Once a report schedule is created and a report added, you can test it. The test will be sent to you (not the selected recipients) immediately. To test a schedule:

1. Go to the report schedule list and click the three dots by the report schedule.
2. Select Test Schedule. 
3. In the confirmation pop-up, click OK.

Edit a Report Schedule

You are able to edit all information and reports on a schedule. To edit a report schedule, go to the Report Schedule list and click it. 

Pause and Resume a Report Schedule

You are able to pause active report schedules, stopping the schedule from executing without making any changes to the schedule.

To pause a report schedule, go to the Report Schedule list and click the status chip. In the confirmation pop-up, click Pause report schedule. The status updates to Paused. 

To resume the report schedule, go to the Report Schedule list and click the status chip. In the confirmation pop-up, click Resume report schedule. The status updates to Active.