Schedule reports

Schedule Reports

The steps to create and delete scheduler vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI

 To create a scheduler,

 

  1. Sign in to Zoho One, click  on the top-right corner.

  2. Click Reports in the left menu, then click the report you need.

  3. Filter the reports to get the view you need.

  4. Click , then click Schedule Reports.

  5. Select the format you want the report to be sent in. 

  6. Set password if you want your report to be password-protected.

  7. Under Filter, select users whose reports the admins should receive.

  8. Under Admin, select an Admin who should receive the reports.

  9. Select how often you want the scheduler to run,

    1. Daily: Set the required time and timezone for the scheduler to run

    2. Weekly: Select the required day of the week, time, and timezone

    3. Monthly: Select the required date of the month, time, and timezone

  10. Click Schedule.

 

 To delete the scheduler,

  1. Sign in to Zoho One, click  in the top-right corner.

  2. Click Reports in the left menu, then click the report you need.

  3. Click , then click Schedule Reports.

  4. Click Delete Schedule in the bottom-right corner of the pop-up window.


Unified UI

To create a scheduler,

  1. Sign in to Zoho One, click Directory in the left menu.

  2. Click Reports in the left menu, then click the report you need.

  3. Filter the reports to get the view you need.

  4. Click , then click Schedule Reports.

  5. Select the format you want the report to be sent in. 

  6. Set password if you want your report to be password-protected.

  7. Under Filter, select users whose reports the admins should receive.

  8. Under Admin, select an Admin who should receive the reports.

  9. Select how often you want the scheduler to run,

    1. Daily: Set the required time and timezone for the scheduler to run

    2. Weekly: Select the required day of the week, time, and timezone

    3. Monthly: Select the required date of the month, time, and timezone

  10. Click Schedule.

 

To delete the scheduler,

  1. Sign in to Zoho One, click Directory in the left menu. 

  2. Click Reports in the left menu, then click the report you need.

  3. Click , then click Schedule Reports.

  4. Click Delete Schedule in the bottom-right corner of the pop-up window.


 

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