Swaarm

You can now save custom reports that you frequently use.

Go to Reports then click on Custom Reports

Fill in the report you would like to save.

The option to Save Report should now be available next to search.

Create a name for the saved report.

Set your report as Public to be visible for all users in your organization or leave unchecked to keep private so that only you can view the saved report

Public reports are highlighted in blue dashes. ​

You can access your saved reports at the top of the Custom Reports page

Delete saved reports by clicking the Trash Can

1. Go to Reports then click on Custom Reports
2. Fill in the report you would like to save.
3. Click Search.
4. The option to Save Report should now be available next to search.
 
 
5. Create a name for the saved report.
 
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6. Set your report as Public to be visible for all users in your organization or leave unchecked to keep private so that only you can view the saved report
 
 Public reports are highlighted in blue dashes. ​
 
 
7. You can access your saved reports at the top of the Custom Reports page
8. Delete saved reports by clicking the Trash Can

If you want the dates updated each time you use the saved custom report, then select a relative time range when creating the saved report. This will override the start and end dates with the selected relative time range.

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How to Schedule Sending a Report via Email?

After creating your custom saved report, you can select Save Report and turn on the option Send Report as Email.

If you are sending a report to an external source, then double-check that the information you are sending does not contain anything sensitive or unrelated data for the external source you would not want them to see.

Input the email address that this report will be sent to

1. Adding the macro <code>{date}</code> will include the date dynamically
 1. Example: <code>Performance Report {date}</code> = "Performance Report 25/10/2023"

Choose to send the report Once or Recurring

1. If you select to send a report Once, then further select the Date Timestamp at which the report should be sent out
2. If you select to send Recurring reports (daily, weekly, etc.), then further specify the time and day of the week (if weekly) at which the report should be sent
 
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Click save and the report will be sent at the scheduled time

1. Select Save Report
2. Turn on Send Report as an Email
3. Input the email address that this report will be sent to
4. Add a Subject
 1. Adding the macro <code>{date}</code> will include the date dynamically
 1. Example: <code>Performance Report {date}</code> = "Performance Report 25/10/2023"
5. Add a Message
6. Choose to send the report Once or Recurring
7. Schedule when the report is sent
 1. If you select to send a report Once, then further select the Date Timestamp at which the report should be sent out
 2. If you select to send Recurring reports (daily, weekly, etc.), then further specify the time and day of the week (if weekly) at which the report should be sent
 
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8. Click save and the report will be sent at the scheduled time

While scheduling when the report is to be sent, we suggest you keep a gap of at least 5 minutes from the current Date Timestamp to avoid discrepancies.

Saving Custom Reports

💡 Custom Report Time Range

How to Schedule Sending a Report via Email?

❗Important

💡 Scheduling Note