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Designing a scheduled report

Designing a scheduled report

A report definition builds a tabular (spreadsheet-style) export with columns you choose, optionally delivered automatically on a schedule to one or more recipients — unlike a one-off Export button on a submissions list, this is the tool for a recurring, precisely-shaped export.

Building one

Go to Reports → Reports → New, pick your columns from the available fields, and preview the output live before saving.

Scheduling and recipients

Add recipients and a schedule (e.g. every Monday morning) to have the report generated and delivered automatically. Each recipient can also be limited to only the rows relevant to them (a row-scope override) — useful when the same report definition should show a regional manager only their own region's rows.