How to create a Recurring Report

Last updated: February 24, 2023

Recurring reports are suitable for scheduled reporting. They always span over a period and are part of a report series. Recurring reports inherit properties from the previous report and have a separate row on the timeline.

When creating a recurring report, you will get reminders when it is time to make the next report. 

To create a recurring report:

1. Navigate to Reports.
2. On the Reports overview page: Click the blue New report button.
3. On the "New report" form: Enter a report name and choose a report template in the drop-down. Under Recurring: select the "Yes-this report is the first in a series" option.  
4. Name the report series.
5. Select a recurring option or customize your choice.
6. Optional: Select the aggregation option if you want to aggregate content from other reports into the report.
7. Optional: Click the User access tab and select users who will have access to the report.
8. Click Save.
9. Select "Go to new report" to start producing the report. 

If you want to make any additional changes to the report template when working on the report: Click Edit report at the top right of the report page, change the settings, and click Save.

Note that any changes in a recurring report template will affect all other reports in the same report series.

User Access: The Report module is only available for Superusers.