This recipe will cover the creation of scheduled reports.
We want to schedule the Daily Sales report for the sales team and want to send the results to their e-mails and in Excel file format.
Right-click on the Daily Sales report, choose the Schedule tab, and navigate to the scheduling options as shown in the following screenshot:
In the Schedule window, we will find the following categories we need to configure in order to create the scheduled report:
Instance Title: When the report is being scheduled, we can give it a meaningful name too. So, if a scheduled report has several versions distinguished by the recurrence or a query filter, we might as well mention it in the instance name. This will be helpful when we have a look at the instance list of the report and will help us know which report ran successfully or failed and edit it accordingly.
Recurrence: In this section, we can set the report scheduling frequency. This is the main context of...