You can schedule reports to be emailed to you and other IT admins on a daily, weekly, or monthly basis. Each email links to a downloadable XLSX file of the report, which remains available to download for seven days. The downloads are authenticated with a one-time password sent by SMS.
In your tenant, you can only have up to ten report schedules set at any time.
To create a report schedule:
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Go to the Reports page and click the REPORT SCHEDULES tab. Then click ADD SCHEDULE. Up to ten reports can be scheduled at a time.
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Complete the following fields:
- Schedule name — Enter a unique name for the schedule.
- Report — Select up to five reports to email. Click SELECT REPORT. On the page that opens, select a report from the CUSTOM REPORTS or PREBUILT REPORTS tabs.
- Frequency — Set how often the report is emailed. Select either Daily, Weekly, or Monthly.
- Start date and End date — Set a start and end date for reports to send.
- Recipient(s) — Select the IT admins to send the report to.
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Click ADD SCHEDULE.
The schedule is created.