Scheduling a specific Report to email

I was hoping to schedule a specific report to email out on specific days...is this possible? and if it is i need it to run from the current date of the specific day...

I should mention that the report i wish to schedule is one of our "custom" reports

NOTE NEW: unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...

NOTE NEW 2: thank you all, working on getting the Report Setup Utility access for me!

thank you for all your quick replies!

thank you for any help or suggestions!



[edited by: Curtis Bellfy at 1:53 PM (GMT -6) on 8 Oct 2014]
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  • Hi Curtis,

    Assuming your report has been set up to be scheduled, you can set it up to "Create Schedule" from the Reports and Utilities window:

    And then set whatever date parameter you can in the report to be the Report Run Date:

    If you don't want it to go out every day, you may need to make multiple weekly schedules.

    Hope this helps, there's more info here

Reply
  • Hi Curtis,

    Assuming your report has been set up to be scheduled, you can set it up to "Create Schedule" from the Reports and Utilities window:

    And then set whatever date parameter you can in the report to be the Report Run Date:

    If you don't want it to go out every day, you may need to make multiple weekly schedules.

    Hope this helps, there's more info here

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