Scheduling Delivery of a Report

Unifyr Support
Unifyr Support
  • Updated

Administrative Permission Required

Administrative permission is required to access portal settings. For more information, contact your supplier's point of contact.

You have two options when generating data with a portal report:

  • Get the data immediately in a one-off action (Send Now)
  • Schedule the report to be delivered to you on a regular basis (daily, weekly, monthly from today's date)
  1. Navigate to the Analysis tab (or equivalent) and choose the report.
  2. Click Export All.
  3. Select one of the scheduling options: Send Now, Send Daily, Send Weekly, or Send Monthly.
  4. Click Send Email. If you clicked Send Now, processing of the export begins immediately.

You will receive an email notification when the report is available. The data in the report will cover the last 12 months. The report will be available in My Downloads.

A list of reports you and your users currently have scheduled is provided in  > Settings > Scheduled Reports. Note: this list only includes default portal reports. Custom reports and dashboards can't be scheduled for delivery. For more information about the reports provided by the portal, see About Reports.

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