> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/multi-program-reports/data-lab-custom-reports/schedule-a-custom-report.md).

# 安排自定义报表

以下步骤将引导您为特定日期或按固定间隔安排自定义报告：

1. 从左侧导航菜单中，选择 ![](/files/209022bdb234289211a24a980f6227a8684cc439) **\[Engage]** → **报告 → 更多报告**.
2. 选择 **类别** 并按以下条件筛选 **已生成** ![](/files/48509e0f0c9ae68203294f8aae7777211a4315e1) **\[未勾选框]**.
3. 将鼠标悬停在 *自定义* 报告，并选择 **查看**.
4. 在右上角，选择 ![](/files/d65e7727951a7b5a077d3d934de8ccee9b5827d3) **\[计划]**.
5. 使用以下选项设置报告发送频率： *频率* 部分。
   * 自定义报告可以发送 **每日、每周**，或 **每月**.
6. 选择什么 **格式** 报告应通过其发送。
   * 自定义报告可以作为 PDF、CSV 发送 *与* 元数据，或 CSV *若没有* 元数据。

     <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>注意：</strong> 如果选择在没有元数据的情况下安排 CSV，则下载的 ZIP 文件将不包含 <code>metadata.json</code> 文件。</p></div>
7. 选择报告是否应通过以下方式发送： **电子邮件** 或 **合作伙伴 FTP**.
   * 请指定 impact.com 是否仍应 **如果报告没有数据则发送**.
8. 为您在第 5 步中选择的交付方式输入所需信息。
   * 从《定时报告》的交付方式参考部分了解有关交付类型的更多信息 [定时报告](/partner/zh/nin-xiang-liao-jie-shen-me/platform-features/reporting-for-partners/report-management/schedule-a-report-as-a-partner.md) 文章。
9. 选择 **计划**.


---

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