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Schedule Usage Report Deliveries

In addition to being able to view your usage, admin-level users can schedule usage reports to be delivered and edit the current report schedules. You can also delete a report schedule that you no longer need.

Note

If you want to stop receiving reports but you are not an admin-level user, you will need to contact an admin-level user and have them delete your report schedule.

Create a New Usage Report Schedule

To create a new report schedule:

  1. From the Connect navigation menu, click Company Settings to navigate to the Company Settings page.

    C-My_Company_Settings_menu_selection.png

  2. Select the SCHEDULED REPORTS tab.

    C-Create_New_Usage_Report_Schedule-Scheduled_Reports_tab.png

  3. To send usage reports to a new recipient, click CREATE NEW REPORT SCHEDULE.

    C-Create_New_Usage_Report_Schedule-Create_New_Report_Schedule_button.png

  4. Enter the email address of the person you want to receive the report.

    C-Create_New_Usage_Report_Schedule-Email_field.png

  5. Select the report generation and delivery schedule from the drop-down list options:

    C-Create_New_Usage_Report_Schedule-Schedule_dropdown.png

    • “Once Per Day” sends the report daily, and the report contains usage for the previous day.

    • “Once Per Week” sends the report on Mondays, and the report contains usage for the month to date for the current month (for example, a report delivered on the 5th contains usage for the 1st to the 4th of the month).

    • “Every Two Weeks” sends the report on the 1st and 16th days of the month, and the report contains usage for the month to date (for example, a report delivered on the 1st contains usage for the previous month).

    • “Once Per Month” sends the report on the 1st of the month, and the report contains usage for the previous month.

  6. Click Create Report Schedule.

    C-Create_New_Usage_Report_Schedule-Create_Report_Schedule_button.png

A green success banner appears.

C-Create_New_Usage_Report_Schedule-success_banner.png

Edit a Usage Report Schedule

To edit a report schedule:

  1. From the Connect navigation menu, click Company Settings to navigate to the Company Settings page.

    C-My_Company_Settings_menu_selection.png

  2. Select the SCHEDULED REPORTS tab.

    C-Create_New_Usage_Report_Schedule-Scheduled_Reports_tab.png

  3. Click the "more actions" icon that appears when you hover over the row of the scheduled report you want to delete, and then select Edit.

    C-Delete_Usage_Report_Schedule-more_actions_icon.png
    C-Edit_Usage_Report_Schedule-Edit_menu_selection.png

  4. From the Edit Report Schedule dialog, make any desired edits:

    C-Edit_Usage_Report_Schedule-Edit_popup.png

    • Edit the recipient’s email address

    • Adjust the report generation and delivery schedule by choosing a new frequency from the drop-down list

  5. Click UPDATE REPORT SCHEDULE.

    C-Edit_Usage_Report_Schedule-Update_Report_Schedule_button.png

A green success banner appears:

C-Edit_Usage_Report_Schedule-success_banner.png

Delete a Usage Report Schedule

To delete a report schedule:

  1. From the Connect navigation menu, click Company Settings to navigate to the Company Settings page.

    C-My_Company_Settings_menu_selection.png

  2. Select the SCHEDULED REPORTS tab.

    C-Create_New_Usage_Report_Schedule-Scheduled_Reports_tab.png

  3. Click the "more actions" icon that appears when you hover over the row of the scheduled report you want to delete, and then select Delete.

    C-Delete_Usage_Report_Schedule-more_actions_icon.png
    C-Delete_Usage_Report_Schedule-Delete_menu_selection.png

  4. From the confirmation dialog that appears, click DELETE.

    C-Delete_Usage_Report_Schedule-Delete_button.png

A green success banner appears:

C-Delete_Usage_Report_Schedule-success_banner.png
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