Set up, customize, and schedule reports

Introduction

This guide will walk you through everything you need to know to setup, customize, and schedule reports to be delivered directly to your or your stakeholders' inboxes on the EX.CO Report Builder scheduling feature.

Feature overview

The Report Builder now allows you to schedule custom reports. You can choose to send reports on a one-off basis, daily, a few times a week, weekly, monthly, or quarterly. This feature is designed to help you and your stakeholders stay informed effortlessly.

Step-by-step guide to scheduling reports

1. Save a report as a custom report

Before you can schedule a report, you need to save it as a custom report. This can be done from the Report Builder interface:

• Create your report: Use the Report Builder to create the report you need.
• Save the report: Click the 'Save’ button to save your report with its desired settings

2. Access the Custom reports page

Once your report is saved:

• Navigate to the Custom Reports page from the main menu.

3. Schedule your report

To schedule your report:

• Click on ‘Add’ in the Schedule Column: On the Custom Reports page, find your saved report and click on ‘Add’ in the schedule column.

4. Configure the report schedule

A popup window will appear where you can configure the schedule for your report:

• Select the report recurrence: Choose how often you want the report to be sent (e.g., daily, weekly, monthly).
• Set the time and timezone: Specify the time and timezone when the report should be sent.
• Choose the end date: Decide when the scheduling should end. You can set it to end on a specific date or never end.

5. Add stakeholders

Next, add the email addresses of the stakeholders you want to receive the report:

• Enter Email Addresses: In the provided field, type the email addresses of the stakeholders.
  • You can add multiple addresses.

6. Finalize and save

Once all details are filled in:

• Click ‘DONE’: Save your schedule by clicking the ‘DONE’ button.

Summary

With the new scheduling feature in the Report Builder, you can automate the delivery of your custom reports, ensuring that all necessary stakeholders receive the information they need regularly. Follow these simple steps to set up your schedules and streamline your reporting process.