MDP Configure Report Scheduling and Delivery

You can choose when and how to run and share a report. You can set up multiple schedules for a report. For example, you can send the report to the management team on a weekly basis and to the analyst team daily.

1. On the Explore tab, click Reports in the left panel.
2. Create a report or edit one.
3. Go to the Report Scheduling area.
4. Select Active.
5. After you make the report active, these settings depend on the selected format:
   • Include Unsubscribe In Email Reports—Selected by default. Lets recipients unsubscribe from receiving the report.
   • Edit Report Email Text—Select to revise the text sent to recipients.
   • Execute only as part of a Workflow—Select to run the report only as part of a workflow.
6. From the Frequency dropdown, select how often to send the report.
7. Enter the exact hour to send the report. If you select Automatic, the report is sent at 6:00 UTC.
8. Select the delivery method.
9. To apply this scheduler to your report, click Add As New Scheduler.
   

   Note If you don’t select this option, your report can’t run on a schedule.
10. To create another scheduler using the same configuration, for example, if you also want to share the report via FTPS, change the delivery method to FTPS. Enter any necessary settings, and click Add As New Scheduler. A new row is added to the table.
11. To change a scheduler and override the settings, select it in the scheduler, and make your changes. Then click Update Scheduler.
12. To run the report, click Save and Run. To save the settings and not run the report, click Save.