Learn about our newest features and enhancements!
Report Builder- How to Schedule and Share Reports
Jessica Mocha 4/8/2022 8:45:00 PM

When building a report with the report builder tool, an important thing to remember is to schedule the report and to share the report. This will ensure that all parties who need to see the report can and that it runs as often as you need it to run.

To make your report shareable, navigate to Reports & Analytics > General > Report Builder and search for the saved Report Builder report you wish to make shareable

To make your report sharable to other CharityEngine users, click Make Shared under the actions column. 

Now under Visibility, you will see it has changed from personal to shared.

To send your report in an excel file over email, under the actions column, select schedule.

A pop-up will appear to schedule the report to be run. You will be able to select the start date, how often the report will run, and who will receive the report.

Related Articles

Powered by Powered By CharityEngine