Learn How to Schedule Reports in Zoho Survey - Online Help Guide

Schedule Report

Set up a schedule to deliver your reports with the Scheduled Report feature. Schedule reports to run daily, weekly or monthly. The report can also be set to send to specific users. The report will be attached in PDF, XLS, and CSV format in the email. The schedule report will be sent at 12:01 AM (your time zone) based on the selected frequency (1st of every month for monthly, and Sunday for weekly).



To schedule a report:

  1. Click Actions and select  Schedule Report.
  2. Enter a name for your report in the Name box.
  3. Select the frequency to email reports: Daily, Weekly, or Monthly.
  4. Click the Select a report  dropdown menu and choose the type of report you want to schedule.
  5. Click All data to receive all responses.
  6. Click Data acquired within frequency interval to receive responses for a specific time period.
  7. Click Select a filter to set a filter for reports.
  8. Click the drop down arrow next to Language, to choose the language of the report, if you have multiple languages in your survey.
  9. In the Recipient's email addresses box, enter the email addresses of the recipients, separated by commas.
  10. Click Save.
  11. Hover the mouse over the report and click  to create new scheduled reports.

To edit a scheduled report:

  1. Click Actions and select  Schedule Report
  2. Hover the mouse over the report and click Create online surveys  to edit the report. 
  3. Make necessary changes and click Save

To delete a scheduled report: 

  1. Click Actions and select Schedule Report
  2. Hover the mouse over the report you want to delete. 
  3. Click  Create online surveys  and confirm your selection to delete a report. 

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