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
- Open a saved report or create a new one.
- Go to the top right corner of the report page.
- Click the Schedule icon. A pop-up displays.
- Select a date range.
- Click a delivery frequency option. An expanded pop-up displays.
- Enter one or more recipient email addresses.
- Select the report format. The default is XLSX. You can change it to CSV or TSV.
- 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.
- Click the Save button.

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

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