Only reports that have a green schedulable button can be scheduled.

Schedulable Reports is a feature that needs to be enabled by Vinosmith. Please contact help@vinosmith.com if you'd like to enable this feature.

To Schedule a Report

  1. Click on the report you would like to schedule. 
  2. Set all the parameters of the report.
  3. Click the down arrow beside the Run Report button.
  4. Select the Schedule this Report option.
  5. Enter a title and click Continue.
  6. Select the Recurrence, Active?, and  Email Content (optional) settings, then click Continue.
  7. Click Save.

Notes

Reports run at 6 am PDT (this is not modifiable).

You can force a scheduled report to "run now" by clicking the link to Reports > Scheduled Reports.

If you choose Custom and specify a date range, then that date range is locked to that date window. If that date window doesn't make sense in the future (e.g., the Custom date used is  Jan 1, 2022, through Jan 31, 2022), no matter how many times that report runs, the time frame will be the same. However, if you use the Date Range picker, that will be dynamically calculated at execution time. For example, if Last Month is selected, and the report is scheduled to run on the 1st of the month, it will run with February 2022 and March 2022, and April 2022, etc.

The users selected are "locked in" at the time of report scheduling. We do NOT cover future reps added to your organization. Per the above - all parameters are locked in during the initial scheduling.

Currently, you cannot edit the parameters of a report once it's been scheduled.  Users must delete the existing scheduled report and start over from the top.