Forum Discussion

Tom_Ufer's avatar
8 years ago

Send a single report multiple times a day

Is there a way to configure a report to be sent multiple times a day? Can a report be copied or does it have to be created to send each time? Thanks.

  • Hi Tom,

    We don't currently allow for reports to be sent out multiple times per day, however, you can create the report you want to see, save the initial copy with a descriptive title, and then any subsequent changes made to that report will prompt you to save as a new report, or to overwrite the old one.

    So you could create "Report X 8:00AM" - and then go in and edit the scheduled time and report title to something like "Report X 4:00PM" - save it as a new report, and that should effectively accomplish what you're looking for.

    Let me know if you have any questions or concerns...

    Thanks!

    Kerry

     

  • 21 minutes ago, Kerry DeVilbiss said:

    Hi Tom,

    We don't currently allow for reports to be sent out multiple times per day, however, you can create the report you want to see, save the initial copy with a descriptive title, and then any subsequent changes made to that report will prompt you to save as a new report, or to overwrite the old one.

    So you could create "Report X 8:00AM" - and then go in and edit the scheduled time and report title to something like "Report X 4:00PM" - save it as a new report, and that should effectively accomplish what you're looking for.

    Let me know if you have any questions or concerns...

    Thanks!

    Kerry

     

    Thanks Kerry. That worked like a charm.