04-12-2019 03:39 AM
Why is it so hard to find the existing scheduled reports?
I've made a wish for a link to the page to be made available within Organization, or on the summary reporting page.
Could anyone confirm if there's an easier way to get there, my only solution currently is:-
Organization --> Summary Report --> Email / Schedule report --> view and edit all scheduled reports.
04-12-2019 03:46 AM
Bookmark the page would be easiest.
04-12-2019 07:03 AM
04-12-2019 11:21 AM
Bookmark is the best way to do this like @kYutobi said.
04-12-2019 01:25 PM
05-27-2023 08:30 AM
That no longer exists in the dashboard, has it changed?
Organization --> Summary Report --> Email / Schedule report
The last choice is Summary Report and that drops me into the summary report, there aren't any additional branches to choose from past Summary Report
05-30-2023 02:24 AM
Hi,
Once you've clicked on summary report, you will see an export to excel and email option on the top right:
Then on the Schedule report option you get another window with a few options, one of them is a link to all the scheduled reports:
It's still there.
Hope this helps.
02-25-2025 02:27 AM
Hey SMF78,
There's only 2 options- HTML and Plain Text. This does not have Excel Format. Is there any other option or am I missing anything?
02-27-2025 06:14 AM
You can schedule a report but you get only HTML format and not CSV. Why this simple ask can't be availed! What say?
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