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How to schedule Reports

By Guðrún Unnur Gústafsdóttir

This article is intended to guide you in scheduling reports in our services in a step-by-step fashion. Reports can help you distribute Siteimprove data to key stakeholders on your team.  Reports can be scheduled in all Siteimprove services: QA, Accessibility, SEO, Policy and Analytics. You may choose to use Siteimprove's standard report templates or create your own custom template.

  1. Select Reports from the service selector.

    reports-_step_1.png


  2. From the Reports Overview, select the service you want to schedule a report for by clicking on the relevant tabs. In this example, Quality Assurance has been chosen. 

    Reports_2.png

  3. From the Reports Overview, find the report template you want to use to schedule your report. You can either use Siteimprove's standard reports or create and customize your own template. Click on the green New Schedule button and select the desired site you want to report on from the drop-down.

    schedule-_step_3.png

  4. Select the report schedule interval. You can choose between after each crawl or every month for the crawl-based tools (Quality Assurance, Accessibility, SEO and Policy) or a more specific interval for Analytics reports.

  5. Use the selection boxes to select if you want to schedule reports for the entire website or selected groups on your website. Learn more about setting up groups

  6. In the column next to the groups and/or site you have selected, choose which users will receive the report by clicking on Recipients for this report.

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  7. Select which users should receive the report by checking the boxes

  8. Click Save

    step_7-8.png

  9. Optional: Decide on the format of the report, HTML is standard. Additionally, you can decide on the template of the report.

  10. Click on the green Save schedule button to finish the report setup

    step_9-10_-_schedule.png


Scheduled reports are archived indefinitely and can always be viewed in Archived Reports in the Reports menu.

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