> 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).

# 安排自定义报告

以下步骤将指导您如何为特定日期或定期安排自定义报告：

1. 从左侧导航菜单中，选择 ![](/files/209022bdb234289211a24a980f6227a8684cc439) **\[互动]** → **报告 → 更多报告**.
2. 选择 **类别** 并筛选 **内置** ![](/files/48509e0f0c9ae68203294f8aae7777211a4315e1) **\[未勾选复选框]**.
3. 将鼠标悬停在 *自定义* 您想要安排的报告上，然后选择 **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 **格式** 报告应以何种格式发送。
   * 自定义报告可以以 PDF、CSV *与* 元数据，或 CSV *如果没有* 元数据。

     <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>注意：</strong> 如果选择安排不包含元数据的 CSV，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传送： **电子邮件** 或 **Partner FTP**.
   * 指定 impact.com 是否仍应 **如果报告没有数据，仍发送**.
8. 输入您在第 5 步中选择的传送方式所需的信息。
   * 在以下内容的“交付方式参考”部分了解更多关于交付类型的信息： [计划报告](/partner/zh/ni-xiang-liao-jie-shen-me/platform-features/reporting-for-partners/report-management/schedule-a-report-as-a-partner.md) 文章。
9. 选择 **日程安排**.


---

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