Running & Scheduling Reports

Running a Report

Each report has its own set of parameters in the Run tab. While parameters differ per report, the following controls are always available:

Control	Purpose
Run Mode	Choose between Run & Wait (immediate) or Background
Email Options	Optionally send the output as an email attachment
RUN REPORT	Execute the report with your current parameters
SCHEDULE	Set up a one-time or recurring schedule

Run Modes

• Run & Wait — the report runs immediately. Once finished, the output opens in a new browser tab.
• Background — the report runs in the background. Retrieve the results from the History tab or via email if you enabled that option.

tip

Check "Send as email attachment" before running a background report so you get notified as soon as it's done.

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Scheduling a Report

To run a report at a later time or on a recurring basis:

1. Set your desired parameters in the Run tab.
2. Click "SCHEDULE" at the bottom of the report.
3. Choose a schedule type:
   • Run Once — runs a single time at the date and time you specify
   • Recurring — runs at a regular interval (daily, weekly, etc.)
4. (Recommended) Enable Email Delivery so you're notified when the report finishes.
5. Confirm the schedule.

You can view and manage all scheduled jobs from the Scheduled Jobs tab.