Schedule Reports

You can schedule reports to be sent to specific users or audiences at a frequency you define.

Note: Data in the report is updated at the time it sends. All recipients receive the report based on the creator's current data permissions.

  1. Navigate to the Reporting > Ad Hoc and Data Feeds area.

  2. From the Ad Hoc tab, select the ellipsis icon next to the report and then Manage schedules.

  3. On the Manage Schedules page, click on Create schedule.

  4. From the Schedule Report screen, take the following actions to schedule a new report based on how recipients will access it.

    1. Select Downloadable file in email.

    2. Click Next to continue.

    3. Optional - Specify the file type (CSV or Excel) to be sent.

    4. Determine the length of time that the file can be accessed. For example, the link expires in 24 hours.

    5. Specify the recipients of this report by selecting an audience, adding Grant Managers from your organization, searching for users by name and email, or manually adding external users.

    6. Optional - Specify if masked fields should be shown to the recipients by selecting the Show masked fields checkbox.

    7. Define the frequency for the report by selecting Daily, Weekly, or Monthly and the appropriate options in the Generate report field.

    8. Click Save to schedule the report.

       

    Note: At least one SFTP connection is required to use the Data feed option.

    1. Select Data feed.

    2. Click Next to continue.

    3. Specify the SFTP connection where the report will be sent.

    4. Optional - Specify the file type (CSV or Excel) to be sent.

    5. Optional - Specify if masked fields should be shown to the recipients by selecting the Show masked fields checkbox.

    6. Define the frequency for the report by selecting Daily, Weekly, or Monthly and the appropriate options in the Generate report field.

    7. Specify who will be notified if the scheduled report fails by selecting Grant Managers from your organization, searching for users by name and email, or manually adding external users.

    8. Click Save to schedule the report.

       

After saving, you will return to the Manage Schedules page. From here, you can manage your existing schedules or return to the main Reporting > Ad Hoc and Data Feeds area. In this area, you will now see an icon next to the report name with the number of schedules shown on hover.

Note: Reports scheduled as a data feed will also appear in the Data feed tab of the Reporting > Ad Hoc and Data Feeds area.

 

Frequently asked questions

  1. From the Manage Schedules page, click on the ellipsis icon next to the schedule and then Edit schedule.

  2. Confirm the schedule type (Downloadable file in email or Data feed) and click Next to continue.

  3. Modify your schedule as needed, including its frequency and recipients.

  4. Save your changes.

 

  1. From the Manage Schedules page, click on the ellipsis icon next to the schedule and then Delete schedule.

  2. Click on Delete schedule to confirm.