A scheduled report is planned for a specific time or interval and sent out via email.
Reports can be scheduled either through:
a) + Create new report > Schedule report or
b) Scheduled reports > Schedule report
Set up the basics of the report:
NAME of the schedule
Report activity - If the report is active, it gets created regularly
NAME of the report you want to create
CREATION DATE - set intervals when the report should be created. Report creation always comes with a three-day delay for all data to be available in Lomavis from the platforms.
TIME PERIOD - time range for which the report should be created
REPORT TEMPLATE - Report template to use for making the report. You can create your own report templates to control how your report gets rendered.
E-MAIL TEXT, which will get sent out in the email notification
E-MAIL RECIPIENTS - list of email addresses who should get the report
Create report