Scheduled Counts and Crosstabs Overview
Scheduled Counts and Crosstabs allow you to automate the running of your reports at regular intervals, ensuring you always have access to the most current data without having to manually generate reports each time.
Getting Started
To access Scheduled Counts and Crosstabs, navigate to the Report Manager, then select 'Counts and Crosstabs' from the left-hand menu. From there, click 'Scheduled Counts and Crosstabs' under the 'Report Outputs' section.
Feature Details
Scheduled Counts and Crosstabs enable you to automatically generate reports on a recurring basis according to your preferred schedule. When setting up a scheduled report, you can customize various output options including the format to use, the file type for delivery, and the frequency at which the report should run. You can also designate recipients who should receive the report when it generates. This feature is particularly useful for teams that need regular access to updated data or for monitoring changes in metrics over time without manual intervention.
Feature Navigation
Read more about how to use Scheduled Counts and Crosstabs:
- How do I Create a Scheduled Count or Crosstab Report?
- How do I Edit a Scheduled Count or Crosstab Report?
- How do I Send a Test Report?
- How do I Suspend a Scheduled Report?
- How do I View All Scheduled Counts and Crosstabs?
Tracking Your Success
You can track the success of your scheduled reports by viewing the list of all scheduled Counts and Crosstabs on the main Scheduled Counts and Crosstabs page. From there, you can see which reports have been scheduled, when they last ran, and their status. This helps you ensure your automated reporting is functioning correctly and delivering the insights you need.
Next Steps
After setting up your scheduled reports, you may want to explore creating custom formats for your Counts and Crosstabs to further tailor your reporting capabilities to your organization's specific needs.