How do I schedule automated Counts and Crosstabs reports?

Overview 

Scheduling Counts and Crosstabs reports allows you to receive regular data updates without manually running reports each time. 

Step 1: Access the format you want to schedule 

1. Click on Report Manager from the main menu or from Sidebar 

2. Navigate to "Counts and Crosstabs" and then "Counts and Crosstabs Formats" 

3. Locate the format you wish to schedule 

Step 2: Set up the schedule 

1. Click on the format name to open its details 

2. Scroll to the bottom of the page 

3. Look for scheduling options under "Actions" 

4. Click on "Schedule" [NEEDS VERIFICATION] 

5. Set your preferred frequency (daily, weekly, monthly) [NEEDS VERIFICATION] 

6. Enter the email address(es) where the report should be sent [NEEDS VERIFICATION] 

7. Click "Save" to confirm the schedule [NEEDS VERIFICATION] 

What else do you need help with? 

• Understanding Counts and Crosstabs 
• How do I create a Counts and Crosstabs format? 
• How do I run a Counts and Crosstabs report?