Schedule report

You can customize scheduling for each report individually. This functionality gives you granular control, allowing you to specify schedule settings according to the needs of different users or teams. Once a report is scheduled, it will appear in your “Scheduled” reports. 

How to access the scheduling functionality

The scheduling feature is accessed differently depending on the report section:

• In most cases, click the “Actions” command above the report, located at the far right of the screen.

• For custom reports, select the report from the “Custom reports” section. The “Schedule” option will then appear.

Schedule settings

In both cases, click “Schedule” to open the “Schedule settings” page, where you can configure the following options: 

• Send when: choose when to send the report based on specific conditions:
  • Always: sends notifications when scheduled.
  • Is empty: notifies the recipients only when CoreView has not found items matching your criteria.
  • Is not empty: botifies you only when CoreView has found items matching your criteria.
     
• Recurrence: choose whether to send the report once or set up a recurring schedule.
   
• Starting: to schedule the report at a specific time, open the “Starting” dropdown menu. You can choose:
  • Now: the report is sent immediately.
  • At a specific time: select a date, start and end times, and time zone. Reports are sent at the time selected for all specified recipients.

Subscription settings

Configure the following subscription options:

• Recipients: enter any SMTP address. For more details, see recipient options.

• Optionally, include a comment
• File format: choose your preferred format: PDF, CSV, or XLSX

Review and complete

In this section, you can: 

1. Review details for your schedule settings
2. Review details for your subscription settings 
3. If needed, click the “Edit” button to make changes

Click “Save” to confirm changes. The report will appear under the “Scheduled by me” tab in your scheduled reports.