Download a saved report as CSV or XLSX, or send it by email on a schedule.
Time required: 5 minutes
User role: Administrator
Module: Moves+ admin > Reporting > Reports
Before you start
- You need a saved report. See How to create a report.
- To schedule a report, it must be Global. Private reports cannot be scheduled.
Download a report
1. Open the report
In Reporting, go to Reports. Under Actions, click Edit or View next to the report.
2. Choose a format
Click Generate data and choose CSV or XLSX. To export only the preview sample, use Generate preview data.
3. Download the file
The Export download list opens and shows progress. When the file is ready, click Download.
To find an earlier export, click Download on the report page. The list shows your 10 most recent exports.
Tip: On the View page, Add custom rules filters this download only. The saved report does not change. Click Clear customizations to go back.
Schedule a report
1. Click schedule
In Reports, under Actions, click schedule next to the report.
2. Fill in the form
- Name and Description.
-
Type:
- Internal: choose admins in Internal Recipients.
- External: enter addresses in External Recipients (Comma separated emails), or choose an SFTP Location if your organisation has one set up.
- Format: Csv or Xlsx.
- Frequency: Daily, Weekly or Monthly.
- At Time: the time it sends. The default is 12:00.
- Day(s) of Week or Day(s) of Month: for weekly and monthly schedules. You can pick more than one.
- Optional: open Customise Email to set your own subject and message.
3. Click Create
The report now sends automatically. To view, edit or send a schedule straight away, go to Scheduled Reports in the Reporting sidebar and click View, Edit or Run now.
Get told when a schedule fails: in Settings, set Reporting email address. Moves+ emails that address if a scheduled report fails.