Scheduling a Report: for Brightflag Customers (Clients)

After building a report in the Brightflag Report Builder, you may want to receive an updated copy of the report regularly. To negate the need to run and export the report within Brighflag every time, you can schedule a recurring export through the Brightflag Report Scheduler.

To schedule a report:

You can Schedule a Report in two ways.

Navigate to Menu > Reports > Report Scheduler - If you have the Report Scheduler open, and you've already built the report in the Report Builder, please proceed to Step 9 of this guide. Please note, APX (AP Export) reports do not need to be built in the Report Builder and will automatically show in step 9 if your company has AP Exports enabled and an existing schedule for the respective AP Route doesn't exist yet.
Second, Navigate to Menu > Reports > Report Builder
This will take you to the Report Builder page, where you can see already saved reports.
You can search for a Report based on the filters below, by typing Report Name, Report Type, or Creator of the Report.
Then, click on Search.
Click on Three Horizontal dots on the right-hand side next to the Report you would like to Schedule.
Next, Select Schedule
You will be taken to Report Scheduler.
Select Report Builder as your report type, then the reports you have saved or your company's public reports can be chosen from this dropdown.
Select the Export Type from the dropdown.
Click on Select the Start Date and Select the Start Time to choose when the first occurrence of the report is sent.
Click Select Frequency to choose how often you want the report sent.
If the standard frequencies aren't suitable, you can Specify A Custom Frequency (Hours).
If the report is sent via email, enter the email recipients for this report by clicking on Choose Email Recipients. Then click the Add button to confirm the entry. After selecting the first recipient, you can enter additional recipients or CC recipients.
- - The data included in the report will be based on the access level of the scheduler. If you want a colleague to only see data respective to their user role, they will need to schedule the report themselves.
Alternatively/additionally, you can send the report to an SFTP location. To do this, click on Specify An SFTP Server. Click here to learn more.
Your report is now scheduled. You will see your new report on the right side of your screen under Manage Scheduled Reports.