Scheduling a Report

In the report center, you can schedule to have a report sent to you daily, weekly, monthly, or annually. To schedule a report:

1. Select "Report Center" on the left-hand navigation panel.

2. Click on the title of the report that you would like to schedule.
   • You will be taken to the report itself.
3. Select the "Schedule" button on the right of "Filters".
   • You will now see a "Report Schedule" side panel where you can schedule new reports and view existing schedules.

To Schedule a New Report:

• Apply necessary filters
• Select report frequency
  • Once
    • select date and time
  • Hourly
    • fill the empty field, notifying Woven how frequently to run the report
    • select the start date and time
    • select the end date and time
  • Daily
    • select the start date and time
    • select the end date and time
  • Weekly
    • select the day/s of the week that you would like the report to run
    • select the start date and time
    • select the end date and time
  • Monthly
    • By day of month
      • fill the empty field, notifying Woven what day of the month/s to run the report
      • select the month/s
      • select the start date and time
      • select the end date and time
    • By nth weekday of the month
      • select from the dropdown menu: First, Second, Third, Fourth, or Last
      • select from the neighboring dropdown menu the appropriate day of the week
      • select the month/months in which you would like the report to run
      • select the start date and time
      • select the end date and time
• Select file type for output
• Select from the dropdown menu to whom the report will be sent
• Finally, select "Add Schedule"

To View Existing Schedules:

• Select the "Existing Schedules" tab
  • here, your existing reports will be displayed