Standard reports and Dashboard reports can be scheduled by selecting Schedule report from the drop down options above and below the on-screen report:
Report builder reports can be scheduled by selecting the Schedule report button, when the desired filters have been selected.
The schedule frequency must be selected, this can be daily, weekly, monthly, or as a one off.
Secondly, select which administrators will receive the report using the Recipients box.
Scheduled reports can be sent to an external server in CSV format using the SFTP settings.
If SFTP export is required, check the box to enable it.
Enter the host IP address or the domain name. Enter the port (usually 21).
Enter the remote path for the server the report is to be exported to, this should be an absolute path (e.g. http://www.mysite.com/savedreports/).
Select notification settings and whether or not a copy of the report is to be saved to the saved reports tab, then select the Set schedule button to finalise the scheduled report.
Editing a scheduled report
You can edit these settings again by going to Reports > Scheduled reports and then clicking on the magnifying glass on the same row as the report.