How can I schedule reports?

You can automatically send reports to your colleagues, executive management and non-Zoho Recruit users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment (XLS format).

To setup report scheduler:

  1. Click the Reports tab.
  2. In the Reports Home page, click Reports Scheduler.
  3. In the Scheduled Reports page, existing schedulers, if any, are displayed.
  4. Click New Report Schedule.
  5. In the New Report Schedule page specify the values (Refer to the table below).
  6. Click Save.

List of Standard Fields

Schedule NameSpecify the schedule nameMandatory field
Select ReportSelect the report from the drop-down listMandatory field
ActiveSpecify the scheduler statusCheck box
Start DateSpecify the start date of scheduling the reportMandatory field. The standard date format is mm/dd/yy
Start TimeSpecify the time when the report has to be generated and sent to the recipientsMandatory field. The standard time format is hh:mm
RepeatSpecify the frequency of the report scheduler from the drop-down list. You can select one of the options: daily, weekly, monthly, or yearly.Drop-down list
Recipient DetailsSpecify the recipients from the list.List
Recipient EmailSpecify the email IDs separated by commaText box