Schedule report export

You can schedule a report (in .xls, .csv, or .pdf format) to be delivered to other users. Report scheduling is based on time of day, frequency, and focus day offset.

1. Expand the report that you want to export and click Menu.
2. Click Schedule Report.
3. Select the send time by using the clock.
4. Select the frequency.

   Note: If you select Daily, you need to clear any days on which you don't want the report to be delivered.

5. Review the summary and click Next.
6. Choose the type of file to export the report to.
7. Select the report date range.
8. Enter the focus day offset.
9. Review the summary and click Next.
10. Enter email addresses for the users that you want to send the exported report data to.
11. Optional: Update the email subject line.
12. Click Save.

Note: Currently, Tealeaf doesn’t support exporting process reports.

Schedule a recurring dashboard export

Use this task to send all of the reports (in .pdf format) on a dashboard by email on a scheduled basis. The system administrator, Administrator, and SupportUser role can schedule dashboard reports that are created by any user who is assigned to the User role.

Note: By default, all of the reports on a dashboard are selected for scheduling. You can send the reports at a specific time daily, weekly, monthly, or one time only. Or you can send the reports at a specific time on a specific day of the week or month:

• Daily: Send daily at the specified time. For example, send daily at 1:00 AM.
• Weekly: Send weekly on the specified day of the week at the specified time. For example, every Wednesday at 1:00 AM.
• Monthly: Send monthly on a specific date in the month at the specified time. For example, send on the 30th day of every month at 1:00 AM.
• One-time: Send one-time at the specified date and time.

1. On the dashboard, select Dashboard actions > Schedule reports.

   The Schedule reports for dashboard dialog is displayed.

2. Click Next.
3. Enter the time and frequency that you want the reports sent.
4. Select Next.
5. Enter the email address of the person to receive the report.
6. Enter a subject for the email.
7. Optional: Enter a message in the email.
8. Select Schedule.

Change the display type of numeric values

To view the numbers exported in your report in a different format to go your Tealeaf profile, then in your basic information, you can select the style in Report export number format.