Dialogue Properties: Access to all properties | Permissions: Reporting CCPA / TCFV2 / USNat
Scheduled reports allow you to configure a campaign performance report based on configurable criteria that will be emailed to users in your organization at a specific cadence. Scheduled reports need to be active in order for it to be sent to recipients. In this article, we will cover how to activate a scheduled report.
Note: Newly created scheduled reports are set to active upon creation.
Click Reporting on the left-hand panel and select Scheduled Reporting from the menu.
The subsequent page includes all previously configured scheduled reports in your Sourcepoint account. Navigate to an existing report and select the toggle inline with a report so that it is green.
The scheduled report will send to recipients at the cadence configured for the report.