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Please note that by default, reports that do not include information at all will not be sent.


Step 1: Select The Execution Object

Choose the relevant cluster/group/unit or perhaps the entire organization that will be the basis for the report.

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Step 2: Select Report Schedule Timing

Scheduled reports can be received on a daily, weekly, and monthly basis, but other intervals can be set through the "Custom" option, such as once every hour.

This option is a text field, known as “CRON”, which can be found on Google.

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3: Select Report Time Span

Determine the period of the report.

Detailed reports can be scheduled for up to 24 hours.

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4: Select Report Format

The report formats are PDF, Excel, and CSV.

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5: Email Settings

Add the email addresses of the reports that should be sent. Users can add multiple email addresses. Add the email address in the text box and click “Enter”.

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Users will be able to enter their FTP information including username and password to allow us to grab all email recipients' information and populate the list of email recipients directly from the FTP.

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6: Save Wizard

Click “Save” to complete the process. Click “X” to abort without saving.

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  • The scheduled reports are canceled when the user who created them is deleted

  • The scheduled report will also be canceled once the unit for which it was created is deleted

  • The report will be canceled as soon as all recipients' emails have been blacklisted

How To Unsubscribe

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Myself From Schedule Reports?

If you wish to unsubscribe from a schedule report that is sent to you via email, simply click on the unsubscribe link in the email you get from the system

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