Schedule Recurring Reports

Schedule a report to run automatically on a daily, weekly, or monthly basis. When the report runs, Maxio emails the selected recipients and processes the selected export option.

Before you begin

Report scheduling must be enabled for your account. If you don't see the Schedule option, contact your account administrator or Maxio support.

Scheduling considerations

Review the following before scheduling a report:

• One schedule per user: Each user can have one active schedule per report. Creating or saving a new schedule for a report you've already scheduled replaces your own existing schedule for that report; it doesn't affect any schedule another user has set up for the same report.
• Time zone: Maxio captures your browser's local time zone when you save the schedule and runs the report at the selected time in that zone.
• Google Sheets: Use the Google Sheets export option when the report output needs to be available in Google Sheets for sharing or collaborative analysis.

Schedule options

Configure when the report runs and how Maxio processes the report output.

Frequency

Frequency options

Export type

The available export options depend on the type of report you schedule.

Select None to run the report and receive an email notification without generating an exported file.

Schedule a report

Set up a schedule from any existing report.

To create a recurring schedule for a report

1. Open the report you want to schedule, or locate it in the report list.
2. Open the actions menu next to the report (from the report list) or the more-actions menu (from an open report's results), then select Schedule.
3. In the Create Report Schedule dialog, configure the following:
   • Frequency: Select Daily, Weekly, or Monthly, and configure the applicable days, dates, and time.
   • Export Type: Select an available file format, destination, or None.
   • Email Recipients: Your own email is included by default, labeled Me. Click Edit Recipients to add other Maxio users or same-domain email addresses.
4. Click Save.

Edit a report schedule

To change an existing schedule, open the report or its actions menu and select Schedule. The Update Report Schedule dialog opens with the current configuration. Update the frequency, time, export type, or recipients, then click Save. Saving replaces your previous schedule configuration for that report.

Related information

To learn how to create the reports you can schedule, see Create and Manage Reports.

For more on sharing a scheduled export in Google Sheets, see Export to Google Sheets and Share.

To find a report export after it runs, see Access and Manage Your Exported Files.