How to Create and Schedule a Custom Report

by nrice on ‎03-09-2010 02:03 PM - edited on ‎08-24-2015 07:13 PM by (8,756 Views)


This document describes the steps to create, run, and schedule a custom report.



  1. Create a custom report by going to Monitor > Manage Custom Reports.
    Screen Shot 2013-08-09 at 1.41.18 PM.png
  2. Click 'Add' and configure the report.

  3. Choose from the following options:
    • Enable the 'Scheduled' option to run a report each night and make the results available in Reports list on the side menu.
    • Click 'Run Now' to run the report immediately and display the results in the new tab names 'untitled' on the page.
      Screen Shot 2013-08-09 at 1.43.03 PM.png

Note: Custom reports are intended to be run automatically on a scheduled basis. However, the option to run the custom report enables the immediate viewing of the results, and the output can be exported to an .xml, .csv or a .pdf file:

Screen Shot 2013-08-09 at 1.43.15 PM.png


owner: sdarapuneni

on ‎01-10-2014 07:02 AM

Can the output of the scheduled reports be in in .CSV as currently i believe the only options is .PDF?

by djr
on ‎12-22-2016 12:57 AM

You can in V7.1.6 I am not sure what version it was introduced in, but you can now select the CSV version of the report to be emailed on a schedule.

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