How Do I Schedule a Recurring Report?

Under Dates, choose Recurring, then expand the dropdown for how often you want your report to recur.

 

To Be Run

Description

To Be Run

Description

Daily

Will run the report every day, starting with the day it was requested

Weekly

Will run the report once every seven days, starting with the day it was requested

Monthly

Will run the report every month, starting with the day it was requested. This goes off calendar months, and not once every 30 days

Quarterly

Will run once every 3 months, starting with the day it was selected. This goes off calendar months (e.g. if requested on Nov 5, the next scheduled report is Feb 5)

Yearly

Will run once every year, starting with the day it was selected.

The "Relative Dates" options are more flexible. Click the image below to enlarge the view of the options available. 

With a scheduled recurring report, the start and end date aren't necessary.

The specific details of each relative date are shown in the table below:



Relative Date

Start

End

Comments

Relative Date

Start

End

Comments

Yesterday

Previous Day at 00:00:00

Previous Day at 23:59:59



Last Week

Monday of last week at 00:00:00

Sunday of last week at 23:59:59

Last week = last week (Mo-Su) that does not include "today"

Last Month

1st of last month at 00:00:00

Last day of last month at 23:59:59



Last Quarter

Oct 1st of last year at 00:00:00

Dec 31st of last year at 23:59:59

If the current month is between Jan-Mar

Jan 1st of current year at 00:00:00

Mar 31st of current year at 23:59:59

If the current month is between Apr-Jun

Apr 1st of current year at 00:00:00

Jun 30th of current year at 23:59:59

If the current month is between Jul-Sep

Jul 1st of current year at 00:00:00

Sep 30th of current year at 23:59:59

If the current month is between Oct-Dec

Last 6 Months

Special*

Yesterday at 23:59:59

*This one doesn't work like the others. See below

Last Year

Jan 1st of last year at 00:00:00

Dec 31st of last year at 23:59:59



Last 6 Months

Last 6 Months starts at midnight 6 months ago on the same day of the month (i.e. running on Mar 18th, 2016 will start the report on Sept 18th, 2015).

If the target month doesn't have that day number available, like February 30th, the system converts the date to the start of the following month.

Example: Last 6 Months (on October 31st, 2016) would mean the start date would be February 31st, 2016. But February in 2016 only has 29 days (being a leap year), so the system adds the missing two days and returns March 2nd, 2016.

Email

Once a recurring report has completed and is in your Link2Feed inbox, the system will send you an email to the email address associated with your account. It will let you know that your report is ready and will provide a link to that report.