Admins can see and edit all scheduled reports in one place. To learn more about scheduling reports from within app views please go here.
User Permissions: Role-based restrictions. If you are unable to export files, please reach out to your team's administrator.
In this tutorial, we will cover the following topics:
- Schedule New Reports
- Manipulate Existing Reports
- What if I can't find my report in my inbox?
Navigate to Scheduled Reports
Go to Reporting > Scheduled Reports.
Schedule New Reports
This view isn't just for viewing past reports. You can create new Scheduled Reports by simply clicking on the button next to the search field.
Manipulate existing reports
Click on the options menu next to a report to reveal the menu.
1. View Report History
From here you can see a history of all reports that have been produced and sent.
2. Run Report
This will run the report job immediately instead of waiting for the scheduled time.
You make any changes you would like to your scheduled report. Keep in mind any changes will overwrite any current settings once you hit save.
Use this to delete a scheduled report.
What if I can't find my report in my inbox?
In rare cases, a scheduled report from FreeAgent may get flagged as spam by some email providers. In these cases make sure to check your 'spam' or 'junk' folder for the report.
You can flag the report to ensure that this doesn't happen again. How you do this will vary depending on your provider.
If you're using Gmail simply right-click on the report email in your 'spam' folder and select 'Not spam'. Your report should end up in your inbox from now on.