Reports

Scheduled Reports

1min

Velocity gives you the ability to schedule reports so they will automatically run at certain times on certain days. This can be done bygoing to the three dot menu on a saved report and selecting Schedule.

Keep in mind that all scheduled reports are visible to everyone that has access to the reports page.

A pop-up will appear where you can configure the schedule for your report. The following options need to be configured to schedule a report:

  • Hour - the time you want the report to be run and sent
  • Timezone - the timezone you want the hour to refer to
  • Days - the days you want the report to run and send
  • Recipients - a comma-separated list of email addresses to send the scheduled report to

Once complete, select the Schedule button. A calendar icon will appear in the saved report where you can view and edit the scheduled reports.