Scheduled reports automatically generate report outputs and send notifications based on a defined schedule and notification template.

Each report definition includes:

• A report query (similar to Instant reports)
• An associated notification or schedule template

Report definitions can be copied and customised to suit specific requirements.

Standard report types

• View reports
  Generate CSV files that are saved to the Reports library within each site.

• Compliance reports
  Send email notifications for:

  • Content missed in the previous week
  • Content missed in the previous month
  • News missed last week

Note: All standard reports are disabled by default. Notification are not send where out of the office is enabled.

Create a scheduled notification report

1. Navigate to
   Management > Reports > Other reports > Site report
   
   
   

2. Set Processing method to Scheduled
   
   
   

3. Select a report definition, for example:
   Standard > Unread mandatory weekly email
   
   
   

4. Click +, then:

   • Select Yes
   • Click Add
     This creates a copy of the selected report definition
     
     
     

5. Select or edit a Schedule template
   
   

6. Click Enable, then Save schedule
   
   
   

Create a scheduled view report

1. Navigate to
   Management > Reports > Other reports > Site report

2. Set Processing method to Scheduled

3. Select Standard > View report from the Report definition list

4. Click +, then:

   • Select Yes
   • Click Add
     This creates a copy of the report

5. Select a Schedule template, then:

   • Click Enable
   • Click Save schedule

Report type

Use Report type to control which data is included in the report.

• Ensure relevant data sources are selected
• If your site uses Personal profiles or Optional targeting, ensure these are included