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Working with Automated Scheduled Reports

To create a scheduled report:

1. Select a list in the Navigation pane and go to the «List» tab.

2. Click the «Schedule Report Delivery» button in the Ribbon.

3. Configure list delivery schedule:

  • Report Schedule — specify how often to send the report (Daily, Weekly, Monthly, Yearly), and then select options for the frequency;
  • Delivery Time — specify the delivery time of the report and the time zone;
  • E-mail recipients for this report — specify the e-mail addresses of users whom you want to receive this report. Use semicolons ( ; ) to separate e-mail addresses;
  • Insert a link to this list in an email — select this check box if you want recepients to receive a link to the list with their email.

4. When finished, click «Save».

Scheduling a report

 

To change an existing report schedule:

1. Select a list scheduled to be sent as a report and go to the «List» tab.

2. Click the «Edit Report Delivery Schedule» button in the Ribbon.

3. Modify send report settings: send schedule, send time, e-mail recipients.

4. When finished, click «Save».

 

To cancel send report schedule:

1. Select a list scheduled to be sent as a report and go to the «List» tab.

2. Click the «Edit Report Delivery Schedule» button in the Ribbon.

3. Click the «Disable Schedule» button.