Generate or schedule a report

Report actions

Each report tile contains a gear icon. To generate or schedule a report, click the gear icon in the applicable report tile and select an action.

Schedule a report

To schedule a report:

1.Click Schedule (using the gear icon ).

2.Select a Report Format (CSV or JSON).

3.Select a Schedule Type (Schedule Once, Daily or Monthly).

4.Set the time and date information according to the selected Schedule Type.

5.Click OK to save the schedule.

Export a report

When you generate a report, you can schedule it for future executions or download it. Reports can be saved as JSON or CSV files.

1.Generate a report.

2.Click Generate and Download.

3.Click Export table as.

4.Select the appropriate export format: CSV or JSON.