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8903
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6
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8
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Locating Sceduled Reports

sam.forster
Frequent Visitor
Frequent Visitor

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.

8 Replies 8

kYutobi
Level 11
Level 11

Bookmark the page would be easiest.

Enthusiast

Nolan H.
Level 11
Level 11
That is the only way I know how to get there too 😃

Your not alone

GuilhermeMacedo
Level 2
Level 2

Bookmark is the best way to do this like @kYutobi said.

Ha i've been caught by this before and meant to check if there was an easy link

Wish request coming up

bbiandov
Level 5
Level 5

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

image.png

Hi,

Once you've clicked on summary report, you will see an export to excel and email option on the top right:

image.png

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:

image.png

It's still there.

Hope this helps.

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?

AhamBramhasmi
Community Member

You can schedule a report but you get only HTML format and not CSV. Why this simple ask can't be availed! What say?