Schedule reports to send to a specific user or permission group at a specific time.
Thanks to report scheduling, you can automate the process of sharing key reporting information with the right people at the right time. This will help alleviate the need to manually download reports on an as-needed or recurring basis.
While almost all custom reports in Sapling have the option to be scheduled (exception: Point in Time reports), typically we see the following most common use cases:
To schedule an existing report, navigate from Home > Reports. Click on the report to edit, and skip to the final "Scheduler" step.
From the Scheduler, you can decide the cadence you'd like the report to be sent out (Weekly, Every 2 Weeks, Twice a Month (on specific days), or Monthly). You can choose if you'd like the report to be sent to specific individuals, or to a permission group.
To schedule a new report, create your desired report (learn more about how to create a report here) and follow the same directions as above when you get to the Scheduler step.
Once scheduled, your team members will receive the report via a .CSV directly to their email on the cadence you selected.
Have additional questions about report scheduling? Check out the process in action below: