Recurring Reports

Admins and Moderators can schedule reports to automatically run at the Initiative level. Scheduled Reports will be run on a recurring basis, allowing Admins and Moderators to receive regularly updated reports for their Initiatives. These recurring reports can also be sent as email attachments to provide easy sharing of reports to key contacts or passing to third-party dashboards and reporting software.

Table of Contents

• Scheduling a Report
• Viewing Scheduled Reports
• Editing and Deleting Scheduled Reports

Scheduling a Report

All report types under Site Setup > Exports can be configured to run automatically on a specified schedule, including:

• Submissions
• Votes
• Users
• Login History
• Search History
• Categories
• Trend Tracking

To schedule a report, navigate to Site Setup > Exports and select a report. Then, configure the time period and any optional information for the report.

Once the report is configured, select Schedule to set the options for report recurrence:

• Report name: The title of the report to be displayed under Site Setup > Exports > Scheduled Reports
• Start: The date that the report should first be generated
• Repeat: The interval and time that the report will be generated

• • Reports can be generated daily, weekly, or monthly:
    •  
    • Daily recurrence can be set to a specific time
    • Weekly recurrence can be set to a specified time and day of the week
    • Monthly recurrence can be set to a specified time and day of the month
  • Recurring reports can be scheduled between 8pm and 4am EST.
  • The configured time will respect time-zone settings defined under System Setup.  
• Send as: Choose whether to send the report as a downloadable link or include the export as an attachment in the email.

After selecting the desired report recurrence, select Submit to schedule the report.

• Note: If the original report time period is a custom date range, you will not be able to schedule. 
• Note: There can only be one Scheduled Report per report type and cadence combination.
  • e.g.- If a Scheduled Report for the Submissions report type is created with a weekly recurrence, a second Scheduled Report for Submissions cannot be created for weekly recurrence- additional Scheduled Reports for the Submissions report must be set to either daily or monthly.
• Note: Report generation load times also apply to Scheduled Reports.

Viewing Scheduled Reports

A complete list of scheduled reports for each Initiative can be found under Site Setup > Exports > Scheduled Reports.

The list of scheduled reports displays the report's name, the user who configured it, and the report schedule details. Clicking on the report name will display the attributes for the scheduled report.

If viewing a scheduled report created by another Admin or Moderator, the details will display as read-only.

Editing and Deleting Scheduled Reports

To edit a scheduled report, select it from the list under Scheduled Reports. This will display the report's attributes for editing.

• Note: Only the user who created the report may edit the attributes.

To delete a report, select the "x" icon to the right of the report.

• Note: Any Administrator can delete any scheduled report, including reports they did not create.

Important Note:

• Excel enforces a 30,000 character limit per cell for exported XLSX files; additional characters will be truncated.
• There is no character limit per cell for CSV exports.