Scheduling reports in Brightflag allows you to automate data delivery via email or SFTP at your preferred frequency. Follow the steps below to schedule a report.
📌 Steps to Schedule a Report
1️⃣ Open the Report Scheduler
📍 Go to: Menu > Reports > Report Scheduler
🔹 Already built a report? Proceed to Step 5.
🔹 For APX (AP Export) reports: These do not require manual building. They will automatically appear in Step 5 if AP Exports are enabled and no existing schedule exists.
2️⃣ Open the Report Builder
📍 Go to: Menu > Reports > Report Builder
🔹 Search for an existing report by:
- Report Name
- Report Type
- Creator
3️⃣ Select a Report to Schedule
🔹 Locate your desired report.
🔹 Click the three horizontal dots (⋮) on the right-hand side.
🔹 Select "Schedule" – This will take you to the Report Scheduler.
4️⃣ Configure Report Settings
🔹 Select "Report Builder" as the report type.
🔹 Choose from your saved reports or public company reports.
🔹 Select Export Type (CSV, Excel, etc.).
🔹 Set the Start Date & Start Time for the first occurrence. ( Timezone is that set at the time of report creation)
🔹 Choose Report Frequency:
- Select a preset frequency (Daily, Weekly, Monthly).
- Or enter a custom frequency (in hours).
🔹 Choose Date Range from the dropdown, or you can enter hours in the field below, i.e., 8766 hours is 1 year. ( The max hours you can apply on the initial scheduling of the report is 1 year, but if you go back to the report, you can increase this to 12 years or 105192 hours)
5️⃣ Add Recipients (Email or SFTP)
📩 Send via Email
🔹 Click "Choose Email Recipients".
🔹 Enter email addresses and click "Add".
🔹 Add additional recipients or CC recipients as needed.
📌 Important:
The report data visibility is based on the access level of the person scheduling it.
If a colleague needs restricted access, they must schedule the report themselves.
🌐 Send via SFTP
🔹 Click "Specify an SFTP Server" to send the report to an SFTP location.
🔹 Learn more about SFTP integration here 🔗.
6️⃣ Finalize & Save
✔️ Your report is now scheduled.
✔️ It will appear under "Manage Scheduled Reports" in the Report Scheduler.
