Scheduling categorized reports

You can run reports as they are needed, or you can define a schedule for running one or more saved reports.

Reports generated by scheduled jobs are distributed to one or more recipients via email. The reports can be in HTML, PDF, or CSV format. There is a limit on the number of reports you can schedule for delivery: the Saved Reports list displays the remaining number you can schedule in addition to any existing deliveries.

Note: You cannot schedule reports that have defined start and end dates, or that span periods of less than 24 hours.

To schedule a report:

Steps

Select Reporting > Account Reports > Saved Reports.
You can schedule an existing saved report by clicking the report you want to schedule on the Saved Reports list. If you do this, skip to step 5 below.
Otherwise, to create a new report for scheduling, click the Generate a new report link. The page that appears includes only reports that are eligible for scheduling.
Create and save your report as described in Saving reports.
On the Saved Reports list, click the name of your new report.
Click Schedule email report.
Enter the email address of the report recipient. Multiple email addresses should be separated by commas or spaces.
If you enter an address with a domain not registered to the account, a warning appears when you save the schedule. Click OK on the warning to accept the address.
Enter a subject for the report email, and the text you want to appear in the body of the email.
Select the report format.
Set one of the following delivery periods for your reports:
- daily
- weekdays
- weekly
- every other week (biweekly)
- monthly (the default option)
If you want to stop the a scheduled report temporarily, select suspend delivery.
Click Save.
You are returned to the Saved Reports list. Reports that have been scheduled display the recipient list in the Email to column. Click an item in this column to open the schedule, where you have the option to edit or delete the report delivery.