You can schedule your report to run once, at a future date and time, or periodically.

You can set up the report schedule using the following steps:

1. Go to the Reports workspace.
   
2. Click on the name of the report you want to schedule.
3. Click on the Settings tab within the report.
   
   

Frequency

1. The default frequency is None, which runs the report immediately.
   
2. If you want a report to run only once, but at a future time, select Once, and specify the desired date and time.
   
3. If you want it to run periodically, select Daily, Weekly, or Monthly, and specify the start date and time.
   
4. If you want a daily, weekly, or monthly report to end it’s schedule sometime in the future, check the Has Scheduled End Time box. Then specify the date and time of the end.
   

The report runs for the first time at the start date and time and will continue running periodically as specified in the schedule.

Recipients

1. To automatically send a report's details to a distribution list, enter the recipients' email addresses in the Email Address Targets field.
2. By default, you can provide a maximum of 10 email addresses in the Email Address Targets field.
   
3. Click Set Schedule to save your schedule.

Additional Notes

Each time a report runs as per its schedule:

• You will receive a notification, which you can view in the Notification sidebar.
• The Last Updated timestamp is updated in the Reports data table and in the About tab of the report.
• The About tab also shows the next scheduled run time for the report.

If a report fails to run at the scheduled time, an error displays in the Summary, Visualization, or Details tab of the report, depending on where the issue occurred.

• If you see an error, try re-running the report by clicking the Update Report button. This may resolve any failures due to temporary server issues.
• If it is a recurring scheduled report, the system will reattempt to run the report at the next scheduled time.
• If the issue persists, contact your administrator with the error code.

Report schedules are User specific. When a User runs a report, the report data is not updated for other Users of the same report.

• Each User of a shared report must run the report individually to view any report data by clicking the Update Report button or by scheduling a run of the report.