Creating New Automated Report

Overview

You may want to set up a report that will be sent to you and other recipients on a scheduled basis.

Solution

Submit a request to Symphony Support, including the following information:

• The name of the existing report (from Insights > Reports) that you want to receive or data that you need to be included in the report.
• Schedule - when you want the report delivered (e.g., every day, every Monday, etc.)
• Recipients - email addresses of the users who should receive the report.
  
  

<supportagent>

Elevate the request to the PS team to create the required report.

</supportagent>

Testing

Once the request is complete, you and configured recipients should have the report delivered via email according to the schedule.