Activating / Deactivating a Scheduled Report

by Phil A.

UPDATED: NOVEMBER 17 2016

Please note that a beta version of our Scheduled Reports feature is available, which introduces a number of new functionalities to help you get the most out of your scheduled reports.  To learn more about managing a scheduled report in the beta version of our Scheduled Report feature, please refer to this article.

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Using the “Schedule Reports” tool, you can program automated e-mails to be sent to a distribution list on a weekly or monthly basis to help keep an eye on the data you are collecting.   This tool is available as of the iPerceptions Premium plan, and can be performed by those with user accounts for which “Administrator” privileges have been assigned. 

On the main “Schedule Reports” page, all existing scheduled reports will be listed, which each report having their own “Active” checkbox:

 

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By default, these checkboxes will be selected for newly created scheduled reports, and they enable you to control which scheduled reports will be sent out to their respective distribution lists based on the frequency that was set for them. 

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