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Scheduled reports
Scheduled reports

Save time by saving your reports

Dennis Vos avatar
Written by Dennis Vos
Updated over a month ago

Overview

This article explains how to set up Scheduled Reports in AppicalNow. Scheduled reports help you automate the delivery of your custom reports by sending them to specific email addresses on a daily, weekly, or monthly basis. This saves you time and ensures that relevant stakeholders receive up-to-date reports without having to manually generate them each time.

Example: If you're tracking onboarding progress, you can schedule a daily report to be sent to HR, containing updates on all new hires. This allows HR to stay informed without the need to run the report each day.

📌 Important:

  • Scheduled reports are available for Custom Reports only.

  • You can choose to schedule reports on a daily, weekly, or monthly basis.

  • Make sure to double-check the recipients and report settings before finalising.

Steps to Set Up a Scheduled Report

→ Run Your Custom Report

  1. Go to the Reports page in the left menu.

  2. Select Custom Report.

  3. Customize the report by applying the desired filters and settings for the data you want to include.

→ Add the Report as Scheduled

  1. Once you've created your report through Steps 1, 2, and 3.

  2. In Step 4, you will be prompted to configure the report as a Scheduled Report.

→ Set Up the Report as Scheduled

  1. Give the report a descriptive name.

  2. Select a frequency: daily, weekly, or monthly.

    Note: Without selecting a frequency, the report will be saved, but not scheduled.

  3. By default, you will be added as the recipient, but you can modify or remove recipients later by editing it in the scheduled reports page.

→ Find and Edit Your Scheduled Report

  1. To view your scheduled reports, go to ‘Scheduled Reports’ under the Reporting section.

  2. To edit your scheduled report, click on the pencil icon next to the report.

→ Download the Report Manually (if needed)

You can download your scheduled report at any time by clicking the Download button next to the report, regardless of the scheduled delivery time.

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