Scheduled Reports

Administrative Permission Required

Administrative permission is required to access ZiftONE settings. For more information, contact your supplier's point of contact.

Overview

In  > Settings > Scheduled Reports, you can find a list of the reports that you and your users have scheduled to export from the partner portal. 

For more information about the reports that can be scheduled for regular export, see About Reports.

Note

The Scheduled Reports list only includes default ZiftONE reports. Custom reports and dashboards can't be scheduled for sending.

For more information about viewing, editing and scheduling reports, see Manage Reports.

The report schedule contains the following information:

  • Report Name - The name of the report.
  • Email Subject - The title of the email you'll receive.
  • Receive - The frequency on which you will receive the report.
  • Date Range - The selected dates for the report's data, e.g. from the last 12 months.
  • Email - The email address to which the report will be sent.

Click the X next to an entry to cancel the scheduled delivery and remove it from the Scheduled Reports list.

 Training

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