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How do I send a test report?

  • March 11, 2026
  • 0 replies
  • 8 views

Happie Pingol
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Overview 

Testing your scheduled report before it runs on its regular schedule ensures it will produce the expected results. 

 

Step 1: Navigate to your scheduled report 

  1. Go to Report Manager 

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

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

  1. Find the scheduled report you want to test 

Step 2: Send a test report 

  1. Select the scheduled report 

  1. Look for the 'Send Test' option 

  1. Click 'Send Test' 

  1. The system will generate and send a test report to the configured recipients 

 

What else do you need help with? 

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