> 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 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **报告 → 更多报告**.
2. 选择 **类别** 并筛选 **内置** ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[未选中复选框]**.
3. 将鼠标悬停在 *自定义* 您要安排的报告上，然后选择 **查看**.
4. 在右上角，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-20b2988bdc1f8a97da2944a414cd37208d6827a3%2Fb90978d4ad1499f25650dc65b2602f870a0db03c6b9b1a5b49af856b768d2cbe.svg?alt=media) **\[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为 **每天、每周**，或 **每月**.
6. 选择 **格式** 报告应以何种方式发送。
   * 自定义报告可以以 PDF、CSV *与* 元数据，或 CSV *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> 如果选择安排不含元数据的 CSV，则下载的 ZIP 文件将不会包含 <code>metadata.json</code> 文件。</p></div>
7. 选择报告应通过何种方式发送： **电子邮件** 或 **合作伙伴 FTP**.
   * 指定 impact.com 是否仍应 **在报告没有数据时发送**.
8. 请输入第 5 步中所选传送方式所需的信息。
   * 可在“传送方式”参考部分了解更多有关传送类型的信息，详见 [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 **计划**.


---

# Agent Instructions
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