Reports | Report Scheduler

Report Scheduler

You can schedule and  send reports of the form entries as CSV files to recipients at regular intervals , where you can set the particular email to repeat on daily or weekly basis. For example, this can be helpful to send your team members a weekly report on the applications received. 

To do this,
  1. Go to the Report of your form and click the clock  icon in the top-right corner.

    Schedule reports

  2. In the pop-up, click Schedule Now.
  3. Enter the name of the scheduler.
  4. Select whether you want to send emails on a Daily  or Weekly  basis under Frequency.
  5. If you choose Daily, pick a Time to trigger emails. If you choose Weekly, select the Day and Time to trigger emails.
  6. Under Email Settings, select the From address, enter the To email addresses, Subject and the Message of the email.
  7. If you have any encrypted fields in your form, you can choose to include responses of the encrypted fields by enabling the  Include data from encrypted fields option.

    Schedule a report

  8. You can disable, edit, delete the configuration once saved.

    Disable, Edit, Delete the configuration

Note:

  1. Only the entries collected between two scheduled time frames will be attached.   For example, on the first day, the entries collected between the time of configuration and the scheduled time will be attached. Future schedules will have attachments of entries collected in between the consecutive time frames set.
  2. Entries are sent in CSV format and the maximum size of email can be 15 MB. If the mail size exceeds this limit the email will be delivered without the attachment. If  no entries were received in the set frequency, the email will not have any attached file with form submissions.
  3. Report Scheduler  option is available only in our Premium   and  Zoho One Enterprise  plans.
  4. Only up to 25 recurring emails can be scheduled in an organization.
  5. Email delivery might get delayed if multiple schedules are enabled in our servers.
  6. Form Audit  will include information about the report scheduler and mail triggers.
To manage your account's / organization's scheduled reports consisting of report entries, click the  icon in the top-right corner to access the Control Panel and click Scheduled Reports under Data Administration.

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