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 on the image below to enlarge the view of the options available. You may need to scroll to see all options.

  • 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

Today

This day at 00:00:00

This day at 23:59:59

Only on the current day

This Week

Monday of current week at 00:00:00

Sunday of current week at 23:59:59

A week runs from Monday to Sunday

This Month

1st of the current month

Last day of the current month at 23:59:59

The first of the current month to the first of the following month.

This Quarter

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

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

If the current month is between Jan-Mar

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

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

If the current month is between Apr-Jun

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

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

If the current month is between Jul-Sep

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

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

If the current month is between Oct-Dec

This Year

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

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

The first of the current year (Jan 1) to the first of the following year.

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

The first of the last month to the first of the current month.

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

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

Nov 1 of current year 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

The first of the last year (Jan 1) to Dec 31 of the of the past year.

NOTE:

  • For This Month, This Quarter, and This Year, it goes to the first of the following month inclusively.  So where a report is reporting on Nov 1- Dec 1, the stats will include anything recorded Dec 1. This is more notable when using Last Month, Last Quarter, Last 6 Months, or Last Year.

  • If the target month doesn't have that day number available, like February 30th, then 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.

  • Recurring reports that are scheduled to begin in the future will appear in the recurring reports section, but will not have any information about their last run or their next run.

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.

 

  • Relative dates: Last 6 months: From the first of the month 6 months ago to the first of the current month.

    • Example: where today is Nov 5, the last 6 months are May 1- Nov 1 inclusive.

  • NOTE: For This Month, This Quarter, and This Year, it goes to the first of the following month inclusively. Therefore where a report is reporting on Nov 1 - Dec 1, the stats will include anything recorded Dec 1. This is more notable when using Last Month, Last Quarter, Last 6 Months, or Last Year.

  • Recurring reports for post-dated reports:

    • When you want a recurring report to begin in the past, it will be listed in the inbox as the requested day. The system will treat it as the current day for figuring out when to run the next report (A monthly report beginning Jan 1 but put in Nov 5 will have the first report listed on Jan 1 in the inbox, but the next report will be scheduled for Dec 5).

  • A weekly report for the current month would generate a report from the first of the current month to the first of the next month, every week. Running the report again (refreshing the report) would update the numbers to reflect the time that it was refreshed and not the time at which the report was generated. So if three weekly reports from last year reporting on the same month were all refreshed, they would all show the same values.

What Does Requested Mean For Recurring Reports?

The Requested Date represents the date that the request was created.  For example, if you have a recurring monthly report for last month that happens on the first of the month, then the February 1 - 28 report will likely have a Requested date of Feb 1.  This is because when the January report completes on February 1st, it immediately makes a request for the next report to be prepared.