How To: Schedule Reports for Delivery

Scheduling reports for delivery via email allows you to easily share Envisio reports with colleagues, elected officials, board members, and your community. Creating a report schedule allows report owners to define a cadence on which to deliver any Envisio report on a recurring basis.

To schedule an existing report:

Open the report you'd like to schedule, then click the Scheduler button at the top right corner of the report builder page.

This will open the Scheduler panel at the far right side of the page.

Click the Schedule toggle button to enable the toggle. Choose the start date on which you'd like to start automated delivery of your report. Define the frequency with which you'd like to deliver your report: Custom allows you to set the recurring delivery of the report on a daily, weekly, or monthly cadence, and choose the time of day the report will be delivered at. If choosing Weekly, you can define Every X weeks, as well as the day of the week you'd like the report delivered on. If choosing Monthly, you can define Every X months, as well as the day or date within the month on which to deliver. Reporting Date allows you to schedule delivery of your report based on your plan's existing Reporting Dates. You will also have to choose whether you'd like the report to deliver X Days before or after the current reporting date. Select recipients either from a list of Envisio employee users by clicking the Add Recipient  button , or click Recipients by Email to enter your own list of addresses to deliver the report to. If adding recipients by email, multiple emails can be separated by comma, semi-colon, space, or by entering each address on a new line. Once you've configured the schedule to your liking, click Apply at the bottom and your report will be scheduled.

 

Locating and Identifying Scheduled Reports

Identify scheduled reports in the report list by reviewing the Scheduled column. This column is sortable by clicking the column header title. Scheduled reports will show a small calendar icon in this column.

Additionally, when viewing a report that you own or that has been shared with you, reports that have an active schedule will include a small green dot over the Scheduler button at the top right of the report builder.

Scheduled Report Delivery

Scheduled reports will deliver to a user's inbox, if they've been selected as an individual user or entered as a Recipient by Email. If your organization is using Envisio for Microsoft Teams, scheduled reports will also be delivered to users via Teams, as well.