How do I create a Scheduled Count or Crosstab Report?

Overview 

This article will guide you through the process of creating a scheduled Count or Crosstab report that will automatically run on your desired schedule. 

Step 1: Navigate to Scheduled Counts and Crosstabs 

1. Go to Report Manager 

2. Click on 'Counts and Crosstabs' in the left-hand menu 

3. Select 'Scheduled Counts and Crosstabs' under 'Report Outputs' 

Step 2: Create a new scheduled report 

1. Click the 'Add New Output Schedule' button 

2. You will see a form to configure your scheduled report 

Step 3: Configure output and schedule options 

1. Fill out all required fields in the form: 

   1. Select the Counts and Crosstabs format to use 

   2. Choose your preferred file type for the output 

   3. Set the frequency (daily, weekly, monthly, etc.) 

   4. Add email recipients who should receive the report 

   5. Configure any additional options as needed 

2. Click 'Save' to create your scheduled report 

What else do you need help with? 

• Understanding Scheduled Counts and Crosstabs 
• How do I Create a Counts and Crosstabs Format? 
• How do I Edit a Scheduled Count or Crosstab Report?