Scheduling reports for export

In Built, you can schedule reports and dashboards to be delivered via email or to your cloud storage based on certain conditions or frequencies.

You can schedule an export from:

  • Entire Workbooks

  • Visualizations (Graphs, KPIs, Charts, Maps)

Parameter Description
Select the required condition for sending report
In data element Select the elements that you want in the report
Check if Select the condition to verify data in the report

To schedule reports for export, perform the following steps:

1. At the top-left of the page, click Reporting.

2. On the Reporting page, in the Files section, click the report for which you want to schedule an export.

3. At the top-left of the page, click Menu and select Schedule exports.

Alternatively, you can use vertical Ellipses to schedule export of reports from individual elements such as Tables or Visualizations.

4. On the Schedule Exports dialog box, click Add Schedule.

5. To set a condition, on the top-right, turn on the Condition toggle button.

6. In the Condition section, you can set conditions specific to the data that you want to export from the report.
Parameter Description

Send

 Select the required condition for sending report
In data element Select the elements that you want in the report
Check if Select the condition to verify data in the report

In Column

Select the column for which the data must be verified

Is

Select the verification condition

Value

Enter the required value for verification

Once you have defined the conditions in which you'd like to schedule the report, click test Condition to see if "Data that meets condition exists" or "No Data meets current condition".

7. You can export report using two options:

  • Export via email

 
i In the Recipient field, enter the email address. This field is mandatory.
You can add multiple recipients separated by a comma.

Note: Modify the Subject and Message fields.

ii In Attachments, you can select the elements from the report or dashboard, format of report, and layout of report, that you wish to export.

Note: To add multiple attachments, click + Add.

8. In Frequency, select the required frequency of exporting the report.
  • In the first drop-down list, select the frequency such as Daily, Monthly, Weekly, and Custom.
  • In the second drop-down list, select the frequency such as Once a day, or Multiple times.
  • In the third field, enter the time when you want the recipient to receive the email.
9. In the Schedule timezone is drop-down, select the timezone and click Create.
iii In More Options, select the required option.
  • Run queries as recipient: runs the database queries according to permissions and access of the indicated recipient. For example, if sending to a user assigned to a specific branch, the data sent will be scoped to that user's access level.
  •  Customize control values: determines which filters are applied to the report if required. For example, if you would like to filter a report to a specific Branch for the given recipient you'd select Group-Name and indicate which values you would like to filter for.

  • Export to cloud storage

Perform the following steps:
i In Storage Integration, enter the required information. This field is mandatory.
ii In Cloud Storage URL, enter the required information. This field is mandatory.
iii In Element, select the required elements, export format of the report and select the checkbox to include a prefix to the report name.
iv In More Options, select Customize control values: to modify controls.
10. In Frequency, select the required frequency of exporting the report.
  • In the first drop-down list, select the frequency such as Daily, Monthly, Weekly, and Custom.
  • In the second drop-down list, select the frequency such as Once a day, or Multiple times.
  • In the third field, enter the time when you want the recipient to receive the email.
11. In the Schedule timezone is drop-down, select the timezone and click Create.

The Schedule Exports dialog box is displayed indicating the summary of scheduled reports. After you have scheduled your first export, you can manage your existing schedules by selecting Schedule exports... from the vertical ellipses.

Note: Reports are sent from reporting@getbuilt.com ensure that you allow messages from this email address and check your spam folder if you do not receive a report.