This article explains how to schedule a report in Equinox.
TABLE OF CONTENTS
How to schedule a report
To schedule a report in Equinox:
Click 'Reports' in the toolbar at the top of Equinox
Select 'Scheduled Reports' from the 'Settings' section
Click the 'Schedule New' button on the 'Schedule Reports Management' page
A 'Schedule Report' pop-up will appear. In this pop-up you can schedule:
Which report to send
The email address you want to send it to
The format you want to send the report in
When the report should be sent
Example - Scheduling a weekly report
In this example, we want to schedule a report to go out weekly at 9:00 on a Monday morning. To schedule this report:
Select the report you want to send
Enter the email address you want to send the report to
Set the frequency as 'Weekly'
Set the time to '9:00'
Click 'Create'
The report is now visible on your Scheduled reports screen, and will be emailed at the defined time.
Example - Scheduling a report to go out multiple times per month
In this example, we have a report that we need to go out at 8:00 every 1st, 14th and 28th of the month. To schedule this report:
Select the report you want to send
Enter the email address you want to send the report to
Set the frequency as 'Monthly'
Set the time to '8:00'
Tick '1', '14' and '28' in the 'Days to send' field
Click 'Create'
The report is now visible on your Scheduled Reports Screen, and will be emailed on the defined dates.
Formatting scheduled reports
Equinox supports scheduled reports in the following formats:
Excel
PDF
CSV
Filtering out empty reports
In this example, you have a report that comes in at 7:00 every day. The report often doesn't have any data in it. You don't want to waste time checking the report if it will likely be empty.
Tick the box next to 'Don't send if results are empty' to ensure the report is only sent when the report has results included.
