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Key Takeaways

Schedules are setup on individual reports

The First Dimension is what will be used in the scheduled report

Scheduled reports can run Daily, Weekly, Monthly

Table reports cannot be delivered via SMS

What is a Scheduled Report?

A Schedule will deliver a report via email or SMS on a regular schedule and delivered based on the time setup.

Scheduled reports can be delivered in the form of

Creating a Scheduled Report

Alerts can be created from any Report / Metric / Dimension combination.

To create a schedule

Navigate to the Analytics and choose the report of choice
Add the Dimension - This is what will be used for the alert criteria. Alerts go off of the First Dimension only.
Navigate to More Options
Select Create Schedule
Follow the prompts (outlined below) and hit submit.

When adding a new schedule, there are configurable options of how you want to see the data come through


Schedule Name	Give your schedule a name. This will reflect in the SMS or email identifying the schedule being sent.
Default Timeframe	Define the date range of the report that you wish to have sent to you.	Build a custom timeframe, learn how here.
Metrics	Define the metrics you want to see on your report.
Sort By	Define the filter you want the report sorted by
Sort Order	Ascending or Descending
Users	Choose the user(s)
Methods	Delivery method: Email or SMS
Ruleset	Limit the scheduled report to a specific ruleset. Rulesets use defined field operator relationship to determine what is included in a cohort.	Build a custom ruleset, learn how here.
Graph Type	Select the type of graph you want to see on the scheduled report	Line Bar Pie Column Table
Frequency	Determine how often you wish to have this report delivered.	Monthly, weekly and daily are the current options. If you want hourly, simply setup a daily report to send every hour (see below)
Hour	Select the time of day you want to receive the report
Attach CSV	When checked, a csv file will be attached to the email. This is available for email only.

Editing a Schedule

To edit and existing schedule, including deactivating it:

Navigate to Settings
Select the Customization tab
Select the schedule you wish to edit
Make your necessary changes and hit Submit.