Scheduled Reports

Schedule periodic report generation and delivery on a daily, weekly or monthly basis.

Scheduled reports generate periodically and use Listing mode to compile data from multiple submissions into a single file. They are typically used for summary reports sent to a team on a regular basis.

Complete the common setup first, then configure the schedule below.

It is not possible to display the current user function in scheduled reports.

Setup schedule

To select the report template, check Listing mode, then click Add Schedule Report:

1. Define the content of the report — the sheets to include in the generated file.

1. Set the period using the options — choose between system fields (created at, updated at, …) or a specific date field to define the time window.

Scheduled reports have a maximum of 30,000 submissions.