In Eventsforce, you have the ability to schedule reports to be sent to any email address you require, and at various frequencies. This is useful for sending reports on a regular basis to stakeholders who may or may not have access to log into Eventsforce, such as weekly registration updates.
Schedule a report
Go to Reports > Reports
Click "Edit" next to the report you wish to schedule
In the 'Report Summary' section at the bottom of the page, click "Event profile" on the left-hand side. This will take you directly to the final page of the report builder for this report
Select the "Schedule the Report" check box
Enter in the "Frequency", "End Date", and "Recipients" as needed (separate multiple emails with a semicolon)
Click "Save"
Tips
Once a report has been scheduled, a check icon will appear in the "Scheduled" column in the list of reports. This identifies from the list which reports are scheduled
All scheduled reports are sent at 0400 (UTC)
It is possible to set up scheduling during the report building process, or by editing an existing report
Reports with a runtime value, such as an event or date selection, cannot be scheduled because these reports require a runtime value before the report can be run