> 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).

# 排程自定义报告

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 ![](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) **\[未勾选框]**.
3. 将鼠标悬停在 *自定义* 您想要安排的报告上，并选择 **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** 报告应通过何种方式发送。
   * 自定义报告可发送为 PDF、CSV *与* 元数据，或 CSV *未* 元数据。

     <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>注意：</strong> 当选择安排不含元数据的 CSV 时，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**.
   * 指定 impact.com 是否仍应 **当报告没有数据时发送**.
8. 请输入您在第 5 步选择的发送方式所需的信息。
   * 在以下内容的“发送方式参考”部分了解更多有关发送类型的信息： [定时报告](/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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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET 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?ask=<question>&goal=<endgoal>
```

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`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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