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Schedule

Enjoy the convenience of automated report delivery with Schedule. With just a few clicks, you can set when, where, and how you want your reports handed over. Choose from multiple file output formats.
Report Pundit's user-friendly scheduling feature also allows you to choose from multiple file format output options. So, whether you want to simply view your reports directly, share them, or analyze the data for further store insights, we've got you covered.

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Steps to Schedule a Report

  1. 1.
    Open the report you want to schedule by clicking on My Reports in the navigation bar and opening the folder in which it is stored.
Available folders in My Reports with option to Add Folder
List of reports in a folder
  1. 2.
    Head to the Schedule button on the top right corner of the report page and click on it.

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Alternatively:

You can click on the
(Auto-Schedule) button of your desired report in the My Reports section. The button is present in the Actions column on the right.
Then, follow the steps mentioned below to schedule the report.
  1. 3.
    Select the Schedule Type you want.
Options include Hourly, Daily, Weekly, and Monthly. More information can be found in Schedule Frequency below.
  1. 4.
    Select the Schedule Range.
Optional: You can also customize the delivery frequency using Advanced Options.
  1. 5.
    Select an Output Option to schedule your reports. (Click here to learn about output options).
Once done, save the settings by clicking Save at the bottom of the page.
This method can also be used to schedule newly created reports.

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Schedule Frequency

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That's it! You're all set to automatically receive your reports the way you want.