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Oath Inc.

3 How to Schedule a Report

Scheduling a Custom Report

  • Scheduled reports are reports that are delivered on a regular basis according to a user's specification (daily, weekly, etc.) to a set of emails, FTP location, and/or S3 location.
  • To schedule a report is optional. You can always download data from the Analytics Reports portal.
  • Scheduled reporting should only be used if you need to receive data consistently pushed to email / FTP / S3.


  • Scheduling can be applied to any new or previously created custom report.
  • To a apply a schedule to a Standard Report or a report on which you are not the report owner on, first Duplicate the report and save it under a new name as your custom report. For details, see 1 How to Duplicate and Copy From a Report.
Step Action

In the Analytics Reports portal, go to Reports > Manage Reports and locate the required report.

Optionally, search for the required report by entering its name and then press enter/return.

2 Inline the report, click the blue hamburger icon on the right side to the drop-down menu.

Select Edit.

Result: The report opens in the Design Report page > Basic Information tab.

Note: You can only edit reports created by you.

4 Select section 2) Scheduling from the left side options. For details, see Scheduling.
5 Activate Schedule this report.

In section Settings define duration of your report, when to send it out and how often:

  • Frequency: Hourly, Weekly, Daily, Monthly
    • Weekly reports are based a week that goes from Monday to Sunday.
    •  Right now, the date range covered by Date Filter directly matches the Frequency of your report.
  • Expiration date: By default, your report will be set to expire in 3 months.
    • Optionally, you can extend the expiration date up to 6 months in the future.
    • You will be able to revise your expiration date at any time.
      Example: If the original expiration date is June 18th, 2018 and today is June 15th, you can extend the expiration date up to 6 months from the current date all the way to December.

In section Delivery define how and where you want to deliver the report.

Delivery Type defines the report format ( CSV, Excel, PDF, or XML) when sent to one of the delivery location options.

Note: Section types are not represented in any of the scheduled report file types. The report data is represented according to the selected file format.


Select the required delivery location for your report by checking one or more of the relevant boxes.

Enter the relevant credentials accordingly.

  • Email: Start typing an email and select the required Portal user from the drop-down list or just enter an email manually.
    • Portal user are controlled via permissions, so you will not see all users.
    • You can always add or remove email participants
  • FTP: Enter your standard FTP credentials including the path, the username, and the password.
  • S3: Enter your standard S3  credentials including the path, the access token, and the secret key.
    NoteFTP and S3 credentials will only be visible to the user who created the report.
9 Save or Save & Run with the new settings.
10 To leave the page without saving your changes, click Manage Reports button and confirm the warning with Yes.