Scheduling a report allows you to generate report outputs automatically, helping you stay up to date without manually running the report each time. Reports can be scheduled to run daily, weekly, or monthly and delivered when they're ready.
Schedule a custom report
Click the Reports & Analytics tab on the left-hand side.
Within the Custom Reports section, select View Reports.
In the Custom Reports library, locate the report you want to schedule.
Under the Schedule column, select None.
Click Enable schedule.
Select Daily, Weekly, or Monthly from the Frequency dropdown.
Select the required Time range.
If scheduling a weekly report, select the required day of the week.
If scheduling a monthly report, select the required day of the month.
Use the optional Schedule window to enter start and end dates.
Select CSV or XLSX as the output format.
If available, enable Upload to ShareFile.
Click Save Schedule.
Report delivery
When a scheduled report is ready, you'll receive a notification through the Access Evo Feed.
If your organisation uses ShareFile, completed reports can also be delivered to your configured ShareFile folder.
đNote: If an end date isn't entered, the schedule will continue to run until it is disabled. Click Run now to generate the report immediately without waiting for the next scheduled run.