Schedule a Report


Use report scheduling to deliver campaign data to an email Inbox automatically. You can schedule a Predefined Report or a custom report created in Report Builder. Reports arrive on a fixed schedule without opening illumin. 

Steps to schedule a report

  1. Open a saved report or create a new one.
  2. Go to the top right corner of the report page.
  3. Click the Schedule icon. A pop-up displays.
  4. Select a date range.
  5. Click a delivery frequency option. An expanded pop-up displays.
  6. Enter one or more recipient email addresses.
  7. Select the report format. The default is XLSX. You can change it to CSV or TSV.
  8. Optionally, but recommended, click the Set Expiry Date link and use the calendar to enable a stop date. Otherwise, reports will fill the selected email Inboxes until the end of time.
  9. Click the Save button.

Steps to manage report schedules

  1. Go to the top menu and click the Reporting link.
  2. Click the My Saved Reports menu option. A table displays.
  3. Locate a report with a schedule. The Schedule column indicates which saved reports have a delivery schedule and which do not.
  4. Click the three-dot menu.
  5. To add, disable, or update a delivery schedule, click a menu option. 


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