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I need to share the report to specific users on a weekly schedule. How do I set up the schedule?

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Nikhila
(@nikhila)
Member Admin
Joined: 2 years ago
Posts: 338
Topic starter  

Step 1: On the main navigation bar click on Library. (Refer to the image below). 

1671189179-Library.png

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

1671189224-reportactions.png

Step 4: The schedule button aids in the sharing of the report based upon the schedule fixed.  

Step 5: A ‘Schedule’ pop-up appears once the user clicks on the schedule icon. (Refer to the images below).

1671189268-actions4.png
1671189310-scheduler.png

Step 6: The report created by the user can be scheduled for display for different users. 

Step 7: Now, the user is able to add title and schedule options. The user needs to select category of display i.e., how the schedule is categorized. (Refer to the image below).  

1671189358-shedulercategory.png
Step 8: Post this, the user has an option of scheduling the display of the report with the users he wants to share it with. He can also choose the individual roles of the user. (Refer to the image below).
1671189434-schedulershare.png
Step 9: Finally, a description for the report can be added by the user based upon the report generated. Click on save button.

   
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