Learn how to schedule a report to run automatically at certain times.

1. After you run the report, hover over the report and click the Explore actions icon.
2. Click Schedule.
3. If you have an existing schedule, click New to add a new schedule.
   If you do not have an existing schedule, a new schedule will open automatically.
4. Enter a name for the schedule.
5. Select the method you want to use to send the report.
6. Enter the sending details.
7. Select a format for the report.
8. In the Trigger section, leave Repeating interval selected.
9. Select how often you want to run the report, then modify the date and time fields.
10. To edit the report filters before sending the report, click Filters and make your changes.
11. Optional: Click Advanced options to open more settings.

    Send this schedule if

    This setting uses the report content to determine whether to send the report.

    • If you want to send the report regardless of the content, leave there are either results or no results selected.

    • If you only want to send the report if there is content, select there are results from the dropdown menu.

    • If you only want to send the report if there is no content, select there are no results from the dropdown menu.

    • If you only want to send the report if the content has changed since the last time the report was run, select and results changed since last run.

    Limit

    The report in your browser window only shows up to 500 rows. If your report has a large amount of data, select All Results to include all data in the report. If your report has fewer than 500 rows, select Results in Table.

    Email options

    (Only if you selected email for the report format) You can choose whether to include hyperlinks in the report. Include links is selected by default.

    Format options

    • Leave Apply visualization options selected.

    • Formatted data values is selected by default. To remove all data formatting, including rounding and special characters, clear this option.

    Timezone

    Select the timezone from the dropdown menu.

12. To see what the scheduled report will look like, click Send Test.
    You will see a green check mark and a success message when the test has been sent. If nothing appears when you click Send Test, check the sending details. Any fields highlighted in red must be filled in before a test can be sent.
13. Click Save All.