*Coming Soon - Scheduled Custom Report

Using the Scheduled Custom Report, you can configure a Global Registration Question report to be automatically emailed to account Users on a chosen schedule.

Reports>Export>Scheduled Custom Report

1. Template
   • Name the template in “New Template Name” or select an existing template from the drop-down.
2. Delivery Schedule
   • Select the days for the report to be emailed
   • Set an optional date for the report to no longer be delivered
   • Select the Users that should be emailed the report
     • Report will be emailed to the email address associated with the user account at Application>Users
3. Report Settings
   • Date Criteria – The initial report result will be the past one year of data up to the report run date.  Select whether that should be based on Event Start Date or Registration Date
   • Set optional filters for Category, Location, Division
   • Select preferred Sort option for output
   • Output Method – select “Include new data from last export” to only receive newly added registration data on subsequent runs. * Recommended
4. Field List Selection
   • Field choices are the same as the Global Registration Question Report
   • Select a field to be included in the output, use the right arrow to move the field from the left column to the right column.
   • If the field has a filter option, a pop-up will allow you to specify the filter choice
5. Save Template
6. Report will be emailed at 5am ET on days selected in the setup