Use cases

How to create schedule reports:

1. Go to the Reports section and choose Actions > Schedule Report > Create.
   

1. Give your report a Name and give all the necessary parameters.
   

1. Select the required reports as All data or Data acquired within the frequency interval.
   
2. Choose the filter for All responses, Today's, Completed, or Partial responses.
   
3. Select the report type as Summary or Individual.
   
4. If the report type is chosen as Summary, then select the summary report and summary report type. Otherwise, for individual reports, you can select the order of individual responses.
   
5. You can also choose the file name format.
   
6. Click Next to set up delivery mode for sending reports.
   

1. Provide the Recipient's email addresses and click NEXT to schedule your reports.
   

1. Set up the frequency as Once, Daily, Weekly, or Monthly.
   
2. Provide the start date, and select the days for sending scheduled surveys, along with time slots, intervals, and schedule expiration for your reports.
   
3. Click on SAVE to save your report.
   

How to edit a scheduled report

1. Click Actions and choose the report that has to be edited from Schedule Reports.
   
2. Click the Edit icon to edit your report.
   
3. Once you have made the necessary changes, click SAVE.
   

How to Delete the Scheduled reports

1. Click Actions and choose the report that has to be deleted from Schedule Reports.
   
2. Click the Delete icon.
   
3. Proceed with the confirmation prompt to delete your report.