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Schedule Reports

Use scheduled reports to automate reporting and email delivery in Bloomerang CRM

If you have reports that don't require filter updates every time you run them, but do require you to view or share them on a regular basis—scheduled reports will allow you to run these reports automatically. Scheduled reports can be delivered to users and non-users alike via email, as an attached Excel file.

Schedule Reports

To schedule a report:

  1. Create a new report or open an existing report.

  2. Click More.

  3. Select Schedule Report.

  4. For the Frequency, click Select and choose Daily, Weekly, Monthly, or Once.

    • If you select Daily, select a time of day.

    • If you select Weekly, select a day of the week and a time of day.

    • If you select Monthly, select a date of the month and a time of day.

    • If you select Once, select a specific date and a time of day.

  5. Enter the Recipients who you want to receive the report. You can enter any user in Bloomerang CRM, as well as any valid email address.

  6. Enter Subject for the email that will be sent to your recipients.

  7. (Optional) Enter a description of the report in the Content field. This is included in the email body.

  8. (Optional) To require a login to view the report, select Require Bloomerang Login to View Report.

    Note: If you select this option, the report can only be delivered to active users of Bloomerang CRM.

  9. (Optional) Select If There are No Results, Don't Send an Email. If you select this option, the report won't send if it doesn't contain data at the time it's scheduled to send.

  10. Click Save. The schedule appears at beginning of the report. Report schedule at the top of the report page

After a schedule is saved on the report, recipients begin receiving emails at the scheduled time. The email includes an attached Excel file of the report. If you chose to require a login, a link to log in to Bloomerang CRM and download the report is included.

Note: The report received is based on the filters of the report at the time it is sent. If you make changes to the report, the report reflects those changes the next time it is sent.

Edit or Delete Schedules

Deleting a schedule on a report will only remove its schedule. The report will still be available in the Reports list.

To edit or delete a schedule:

  1. Click Reports.

  2. Click the report to edit or delete.

  3. Click More.

  4. Click Schedule.

  5. Edit any part of the schedule or details, click Save.

  6. To delete the schedule, click Delete Delete icon.

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