Schedule Reports
Create, edit, delete and view the history of schedules for schema manager reports
Milestone Reports allows you to schedule Schema Performance Reports for stakeholders to ensure they are receiving the information they need when they need it.
Path: Milestone Reports > Schema Performance > Export
Step 1: Navigate to Milestone Reports from the top navigation panel
Step 2: Select ‘Schema Performance’
Step 3: In the ‘Schema Performance’ section, click on ‘Export’ to the top right
Step 4: Select ‘Schedule’ from the dropdown menu
Step 5: In the ‘Schedule Report’ section provide details like
Frequency: How often does the report go out. You can choose between ‘Monthly’ and ‘One-time’
Schedule Period: The period in which the report will be sent out
Date Range: The date range for which the data is collected
Compare: You can compare data with the previous period or the same date range in the previous year
URL Filter: You can filter data for specific URLs
File Type: The type of file generated for the report
Recipient Email(s): The recipients of the report once scheduled
Report Name: You can add a custom name for the report
You can also edit, delete and view schedule history.
Editing a Schedule
To edit an existing schedule navigate to the Reports Summary – New section in the left hand navigation panel
Click on the three-dot menu corresponding to the schedule you wish to edit
You can make changes from the ‘Schedule Report’ section
View report schedule history
To view the history of the report schedule click on ‘History’
Here you can view the status of the pervious and upcoming reports in the status column as well as the date range for which the report is being generated
Delete Report Schedule
To edit an existing schedule navigate to the Reports Summary – New section in the left-hand navigation panel
Click on the three-dot menu corresponding to the schedule you wish to delete and click on ‘Edit’
Please note: One-time reports cannot be deleted or edited once they are created.