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Saving and Scheduling Reports – Office 365 Reports

7 Apr 2013 by Emma Robinson

This article refers to our former reporting, security, and management products. We have now integrated these products into Nova, an all-new Office 365 management platform. Find out more

Saving a Report

All our Office 365 reports can be saved so you can easily access them again. This also saves any filtering and customisation that you may have applied.
Once you have configured a report as you like simply click the Save button.

Report Action Buttons

Report Action Buttons


You will then be presented with the Save Report dialog box. Fill in a name for the report, a description and then click the Save button.
Save Report Dialog Box

Save Report Dialog Box


The report will now appear in the Saved Reports section of Cogmotive Reports where you can click on the report title to run the report at any time.
Saved and Schedule Reports

Saved and Schedule Reports


Scheduling a Report

Saved reports can be scheduled and automatically emailed in either CSV or PDF format on a recurring basis. There are two ways to schedule a report.
Firstly, you can click on a report and click the schedule button or you can schedule a report from the Saved Reports section by clicking the clock icon.

Report Action Buttons

Report Action Buttons


Which ever method you choose, you will be shown the Schedule Reports dialog box. Fill in the details and click the Next button.
Schedule Reports Dialog

Schedule Reports Dialog


Now you can choose the schedule. You can choose to schedule the report to run:

  • One Time
  • Daily
  • Weekly
  • Monthly

Schedule Reports Dialog

Schedule Reports Dialog


Click the Schedule button and the report will be emailed to the recipients you chose as per the schedule. You can schedule the same report multiple times.
Scheduled Reports

Scheduled Reports


You can also modify or delete a schedule from the Saved Reports page.