Scheduling reports (in Insights/Analytics)

You have the ability to schedule the running of any of your reports. This allows you to set a report to be run at some point in the future and/or to be set to run on a recurring basis. 

TABLE OF CONTENTS

• Scheduling reports (in Insights/Analytics)
  • Create a schedule for a report 
  • View all scheduled reports 
  • Edit a scheduled report 
  • Delete a scheduled report 

Create a schedule for a report 

1. Click Insights in the main menu. The Home page will be displayed with the map and recent travel bookings. 
2. Select the report for which would like to create a schedule. You may need to expand it's folder to locate it. For a list of reports, see Insights and analytic reports.
3. Click the schedule (calendar) icon in the upper right (next to the edit pencil icon). 
   Note: You should apply any filters that you want to be part of your report before you schedule it to run. That way, those filters will always be part of that scheduled report. 
4. Select Create new schedule from the menu. The Create report schedule page will be displayed. It will automatically show the report name and any filters you have applied to this report.
5. Select the desired Date range preset.
6. Enter a name and description for your scheduled report in the relevant fields.
7. Select the desired file format in the Format field (e.g., PDF, CSV). 
8. Select the desired Delivery method for the scheduled report (e.g., email, SFTP). 
9. Specify the format you would like applied for the timestamp (e.g., YYYY-MM-DD). This will be added as a suffix to the report file name when it is generated.   
10. Select the frequency with which you want the scheduled report to run (e.g., Daily, Weekly). Depending on what you select in the Frequency field, you may be required to select additional values (e.g., Days of week for a Weekly frequency). 
11.  Select or enter a time of day for the scheduled report to be run. Time will be relative to UTC. 
12. Depending on what you set the Delivery method field to, set one of the following: 
    • Enter the emails of users who receive the report when it is generated in the Email recipients field. 
    • Enter the SFTP server host in the Remote host field.
13. Click Create schedule. The report will be scheduled.   

View all scheduled reports 

1. Click Insights in the main menu. The Home page will be displayed with the map and recent travel bookings. 
2. Click Schedules in the left hand navigation list. The Schedules page will be displayed. For each report, the following will be displayed: 
   • Name
   • Recipiencts
   • Frequency (with which the report is run)
   • Format 
   • Past 3 runs
3. You can use the search field at the top of the page to locate the desired scheduled report.
   

Edit a scheduled report 

1. Click Insights in the main menu. The Home page will be displayed with the map and recent travel bookings. 
2. Click Schedules in the left hand navigation list. The Schedules page will be displayed.
3. Locate the row of the scheduled report you would like to edit and click the edit (pencil) icon. You can use the search field at the top of the page to locate the desired scheduled report. The Report schedule page for the scheduled report will be displayed.
4. Edit any fields as desired and click Update schedule. The changes you made to the scheduled report will be saved.   

Delete a scheduled report 

1. Click Insights in the main menu. The Home page will be displayed with the map and recent travel bookings. 
2. Click Schedules in the left hand navigation list. The Schedules page will be displayed.
3. Locate the row of the scheduled report you would like to delete and click the delete (trash) icon. You can use the search field at the top of the page to locate the desired scheduled report. 
4. Click Delete when prompted to confirm the deletion of the scheduled report. The schedule report will be deleted.