Scheduling a report
Reports you create about stories and responses can be scheduled for regular delivery to you or other members of your subscription.
Examples of scheduled reports
- a list of new stories and responses sent to you and your manager every other week
- a summary of stories sent to committee members every 3 months
- a list of stories which are critical but lack a response sent to you every Monday
To schedule a report
First, create and save your report. It is a good idea to preview the report to make sure it is what you want.
You can add a schedule to your report
- when you first create and save it
- or later, by finding the report on your saved things page
Add the schedule and recipients
Once your report is saved, use the "add schedule" button to schedule it:
When you first add a schedule to your report, we suggest some delivery settings to get you started:
- the schedule might be "the first Monday of every month"
- the format might be "PDF"
- the distribution list will be to "you alone"
Click/tap the text of each setting to see options for changing it.
You can add other members of your subscription to the distribution list for a report.
Remove the schedule
If you don't want us to deliver the report any longer, click/tap the "remove schedule" button:
Or you can delete the report completely with the Remove button.