Schedule and email reports

When you schedule a report, you will need to set a running user whose data will be visible on the report (if your VP wants to see the report, make him/her the running user so the data they would normally see is visible). The running user must have access to the folder in which the report is saved.

All email recipients must have access to the same folder, and the report is emailed within 30 minutes of the preferred Start Time.

Select a report

In this example I selected a Form Submissions by Month, but you can select any report

Select a report

Select Schedule Future Runs

When the report is opened, select Run Report > Schedule Future Runs

Select Schedule Future Runs

Schedule and email

  1. Choose who the report will be emailed to and
  2. when the report will be run.

Save changes.

Schedule and email

If you want to send the email to others...

If you want to send the email to others...

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