Setting Up Recurring Reports
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What Are Recurring Reports?
Recurring Reports are simply Action Network Reports which refresh their targeting at regular intervals. They remove the need for manual refreshing of Reports and will notify you by email of the number of Activists targeted.
How Do I Set Up A Recurring Report?
1. You'll need to have already set up your report with the targeting and fields you need. Once you've done this select the Recurring Reports option.
2. You'll be presented with some options in order to set up your Recurring Report.
3. Set the Interval to the frequency you want the report to run at– daily, weekly or monthly– by using the dropdown menu.
4. Set the Start Date using the Calendar Picker. This is the first date your Report will run.
If you don't select a Start Date then the report will be set to run one Interval from today. So setting the Interval to Monthly without selecting a Start Date will cause the report to next refresh one month from today.
5. Add the email address you want to receive notifications that this report has run at. If you want the notification to be sent to more than one address you simply need to separate each email address with a comma.
6. Once you're happy with everything you've entered simply hit Save and the Recurring Report will be set up.
What Happens Next?
You'll now receive an email notification each time the report refreshes with a summary of its results and a link to them. The text will look something like this:
Your report, "All Activists", has finished calculating. It currently targets 309 activists. Click here to preview your report and perform other tasks such as requesting a download of your data.You will not be emailed a file, but will be able to generate a new CSV file as you would normally from a Report results page.