> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/advanced-features/reporting-and-analytics/scheduled-reports.md).
# Scheduled Reports
Reports offer a way to define the kind of data that you want to view in the donations page. This involves choosing from the view you have created.\
The views can include certain column options, a particular time range, certain column order and even sorting order.
### Creating a Report
To create a report, attempt to either change column options, column order, sorting order. A `Save` button will appear above the table.
When you click the `Save` button, you will see `Save As` and `Schedule`
* `Save As` is meant to save this current view of datasets which you can eventually access when you head to the `Advanced Filter` section.
* `Schedule` is where you'll be able to set a frequency for when you want to be getting emails of the report you have set.
### Scheduling Reports.
The use case for this feature is when you have donations running every day, and you want to get timely reports of all the donations sent to you.
For example, when you want to get monthly donations reports emailed to you, you'll define the columns that you want to see in the CSV file, define the time frame of the donation records ie. last 30 days.
When you click the `Schedule` button, a dialog will be opened.
Enter the Report name and select the frequency. The frequency is regularly you want to be receiving the report emails.
Next select the start time and date when you want to receive the first email.
Thereafter enter the email address to receive the report and then schedule.
To view the created reports, click the `Reports` button.
From there you are able to view the details of the report and also edit or delete the scheduled report.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.helpyousponsor.com/guides/advanced-features/reporting-and-analytics/scheduled-reports.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.