Scheduling

Reports can be scheduled to run automatically at the times that suit your business. You can:

• Set the frequency – daily, weekly, monthly
• Choose the timing – pick the exact time reports are delivered.
• Target specific days – run only on weekdays, on selected days of the week, or on particular dates in the month.
• Use rolling periods – create schedules such as “yesterday,” “last week,” or “this month to date.”

Example schedules

• Daily: Yesterday’s data delivered each morning at 07:00
• Weekly: Report delivered every Monday with data for the previous week
• Monthly: Report delivered on the 1st with data for the prior month