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.