Schedule a report

There are two ways to schedule a report:

1.Navigate to Admin > Server Tasks. Select New to create a new Generate Report task.

2.Select a report template from which you want to generate a report. You can use and edit a pre-defined report template, or create a new report template.

You can either send this report in an e-mail (in a file format defined here) or save it to a file. Clicking either option displays the corresponding settings below.

You can choose multiple report templates for one report.

Configure the settings (as described in the Generate Report task). This time, we will create a Server Trigger for this task.

In the Trigger section, navigate to Settings. Select Scheduled trigger and the time when you want this task to run.

Click Finish. The task is created and will run at the period defined here (either one time, or repeatedly).


You can find your scheduled reports in Reports > Scheduled Reports tab.

You can use Schedule to create a new schedule to already existing report.

Click Show Details to see detailed information about selected schedule.

You can choose multiple report templates for one report.

You can execute the scheduled report by clicking on Run now.

Click Actions to execute actions. Refer to Icon legend for details about different icon types and statutes.