Aurora: Schedule Analytics reports to be emailed to you

Members with Admin and Analytics roles can schedule reports and have them emailed to them.

Note: Scheduled reports allow for the download of up to 50,000 records.

To schedule a report:

1. Open the Account menu and click Analytics.
   
2. Click Reports.
3. Click the name of the Report for which you want to create a schedule. In this example, we click Categories.
   

   
   The Categories report page opens.
   

   
   
4. Open the Options menu and click Schedule Report.
   The Schedule Report window appears with a default title for the report.
   
   
5. Enter a new title for the report and select the frequency at which you want the report to be generated and sent to your email. In this example, we select Daily.
   
   
   
   
6. Click Submit.

   A success message appears on the top-right corner of the page to indicate that the schedule is created.

   
   

Similarly, you can schedule reports to be sent to you on a weekly and monthly basis.

Frequency of schedules:

• Daily: The report contains data from the previous day.
• Weekly: The report contains data for the previous 7 days and will be available on the selected day of the week.
• Monthly: The report contains data for a calendar month and will be available on the 1st day of every month.

Note: When you attempt to schedule a report using a Report Title that already exists or when the same report is already scheduled, the following error message appears.
                          

Related topics:

• View scheduled reports
• Download reports
• Delete Scheduled reports
• Advanced Analytics Role to extract member specific information