Saving and Scheduling Custom Reports in EvolveGo

Modified on Wed, 17 Jul, 2024 at 10:27 AM

All cloud-side reports can be scheduled to be sent out automatically. Follow these steps to schedule your custom reports:

1. Go to the report you wish to run, amend any columns or filters and click on the "save customization button".

2. Here you can enter a name and description and decide whether to make the report visible to other users using the "Share with others" button.

3. Now go back to reports > Customised > and click the Clock icon on the report you saved.

4. Here you can enter a name and description for the scheduled job, the email address you wish to send it to as well as the subject and content of the email. You can also click on the clock icon in the schedule field and select the dates and times you wish the report to be sent out.

Note* You can edit how long the email will remain in quarantine before being sent out via settings > Message quarantine configuration > and change the number (this amount is in hours).