Schedule a Custom Report

The following steps will guide you through scheduling a custom report for a specific date or regular intervals:

1. From the left navigation menu, select [Engage] → Reports → More Reports.

2. Select Category and filter for Built [Unchecked box].

3. Hover over the Custom report you want to schedule and select View.

4. In the top-right corner, select [Schedule].

5. Set how frequently the report should be sent using the Frequency section.

   • Custom reports can be sent Daily, Weekly, or Monthly.

6. Select what Format in which the report should be sent.

   • Custom reports can be sent as a PDF, CSV with Meta Data, or CSV without Meta Data.

     Note: When opting to schedule a CSV without metadata, the downloaded ZIP file will not have the metadata.json file included.

7. Pick whether the report should be delivered via Email or Partner FTP.

   • Specify if impact.com should still Send if report has no data.

8. Enter the requested information for the delivery method you selected in Step 5.

   • Learn more about delivery types from the Delivery method reference section of the Scheduled Reports article.

9. Select Schedule.