Scheduling a report
This recipe will cover the creation of scheduled reports.
We want to schedule the Daily Sales report for the sales team and want to send the results to their e-mails and in Excel file format.
How to do it...
Right-click on the Daily Sales report, choose the Schedule tab, and navigate to the scheduling options as shown in the following screenshot:
In the Schedule window, we will find the following categories we need to configure in order to create the scheduled report:
- Instance Title: When the report is being scheduled, we can give it a meaningful name too. So, if a scheduled report has several versions distinguished by ...