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Step B. Schedule a recurring time for the report to run
Now that you’ve saved the report, you must schedule a time for the report to run.
1. When clicking
Save and Schedule
, an alert box opens to let you know the “Custom
Report has been saved.”
2. Click
OK
to close this alert box and to display the Event Schedules panel in the right
panel, and also open the Add to Event Schedule pop-up window:
3. In the Add Event to Schedule pop-up window, enter a
Name
for this event, select the
run frequency (Daily, Weekly, Monthly), and specify Day and Time options:
4. Click
Save
to save your settings and close the pop-up window, and to open the alert
box that informs you of the next scheduled run for the report.