Articles on: Scheduling Reports

Schedule a Report to Google Spreadsheet

Discover how to schedule reports to be automatically exported and saved to a Google Spreadsheet for easy collaboration and analysis.

Assisty provides the ability to schedule a report to be automatically exported and saved to a Google Spreadsheet. This feature allows you to have the report data readily available in a collaborative environment for further analysis and sharing. Follow the steps below to schedule a report to a Google Spreadsheet:

Select a Custom Report:
Choose the custom report you want to schedule from your saved reports or custom report library. This report will serve as the data source for your scheduled export. You can create a new custom report here

Set Interval:
Determine the frequency at which you want the report to be exported to the Google Spreadsheet: daily, weekly, or monthly. Select the interval that best suits your reporting needs.

Choose Delivery Time:
Specify the time of day when you want the report to be exported to the Google Spreadsheet. Set the delivery time that aligns with your workflow and ensures timely access to the updated data.

Define Output:
Select the Google Spreadsheet where you want the report to be saved. Provide the necessary authentication or permissions to allow Assisty to export the data to the specified Google Spreadsheet.

Conclusion


By following these steps, you can easily schedule a report to be automatically exported and saved to a Google Spreadsheet. This feature ensures that the report data is readily available for collaborative analysis, sharing, and further manipulation within the Google Spreadsheet environment.

Select Custom Report

Set Interval

Set Delivery Time

Define Output

Updated on: 06/07/2023

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