Articles on: Scheduling Reports

Schedule a Report

Learn how to schedule reports to be automatically emailed in just a few simple steps.

Assisty provides the ability to schedule a report to be automatically emailed to you or other recipients on a specific date and time. This feature allows you to receive the report in your inbox without manual intervention. Follow the steps below to schedule a report to email:

1. View list of Scheduled Report.



2. Click on New Schedule to create a new schedule.
New Schedule

3. Select a Custom Report
Choose the custom report you want to schedule from your saved reports or custom report library. This report will be used as the basis for your scheduled email.


4. Set Interval
Determine the frequency at which you want the report to be sent via email: daily, weekly, or monthly. Select the appropriate interval based on your reporting needs.


5. Choose Delivery Time
Specify the time of day when you want the report to be sent. Set the delivery time that best suits your schedule and ensures timely access to the report.


6. Define Output
Select the file format you prefer to receive the report in: CSV, Excel, or PDF. Choose the format that is most convenient for your data analysis and sharing requirements.


Conclusion


By following these four steps, you can easily schedule a report to be automatically emailed to you or other recipients. This feature allows you to receive the report regularly and conveniently, keeping you up to date with the latest data and insights.

Updated on: 30/01/2024

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