This is Care Opinion [siteRegion]. Did you want Care Opinion [usersRegionBasedOnIP]?

Scheduling a report


Error updating site page. We've logged the issue, please try again later.

Reports you create about stories and responses can be scheduled for regular delivery to you or other members of your subscription.

Examples of scheduled reports

  • a list of new stories and responses sent to you and your manager every other week
  • a summary of stories sent to committee members every 3 months
  • a list of stories which are critical but lack a response sent to you every Monday

To schedule a report

First, create and save your report. It is a good idea to preview the report to make sure it is what you want.

You can add a schedule to your report

  • when you first create and save it
  • or later, by finding the report on your saved things page

Add the schedule and recipients

Once your report is saved, use the "add schedule" button to schedule it:

When you first add a schedule to your report, we suggest some delivery settings to get you started:

  • the schedule might be "the first Monday of every month"
  • the format might be "PDF"
  • the distribution list will be to "you alone"

Click/tap the text of each setting to see options for changing it.

How to set a schedule

You can add other members of your subscription to the distribution list for a report.

Remove the schedule

If you don't want us to deliver the report any longer, click/tap the "remove schedule" button:

Or you can delete the report completely with the Remove button.