Share - Schedule - download

While scheduling a report, You already have the above options along with this you also get the option to set the start date, this is when the automated delivery will begin, Time is when exactly would you like to receive your report, people usually prefer to have it first thing in the morning, so 8 AM or 9 AM should be used in most cases, Timezone will determine what do we call “today”, When you have users in your org who are not on the same timezone than this option would be helpful. The frequency will define how often you want to see that report, this could be daily weekly or monthly. The date range will determine the date range of the data you wish to see, Operations managers usually like to see the MTD ( Month till date) data on a daily basis to see how far are they from achieving their targets. You can also create multiple schedules, for example, monthly reports for the CEO, weekly reports for the manager and daily reports for the analysts. These schedules can also be edited as per the requirements.

Download report allows you to download the report right away with the data that you see on the screen with the current date range. Share allows you to send it to anyone via the preferred delivery options.