Scheduling a Report

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 left 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 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 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’.

In the 'Schedule Report' section click on 'Delete'.

Please note: One-time reports cannot be deleted or edited once they are created.