Schedule 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.