Automating Reports

Set up recurring reports

To set up recurring reports you will need to access the web app. Click on the "Export Report" menu from the upper right above the Feed. When you choose your report format, you'll have the option to choose whether you want to run a report just once, every week, two weeks and so on from the Repeat dropdown menu. You'll be able to choose the exact days and times to run your report.

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Managing your recurring reports

Report schedules will update according to the criteria you set. So if you've specified "Posted Today" and set it to run every weekday at 5PM, it will run a report that includes posts that are posted each day at that time.

Click the "Reports" tab at the top of the page.

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When you get to your list of reports, in the left menu click on "My report schedules" to view your list of schedules. Clicking on "Company report schedules" will bring you to all reports that your company has scheduled. 

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Clicking on the 3 dots on the right of each schedule will let you edit the schedule, while clicking on each row will open a report schedule page to show you each report that has been run from that schedule.  

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On the edit page you can make any needed changes.

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