Scheduling a report

This recipe will cover the creation of scheduled reports.

Getting ready

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:

How to do it...

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 ...

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