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Domo Knowledge Base

Scheduling Reports

Version 30

 

Intro

Using Domo's Report Scheduler, you can schedule reports to be sent to users and/or groups at specified intervals. You can set a report schedule for a Card Page or for an individual Card on a Page. You can send reports to users inside or outside your organization; however, users outside your organization must be in your list of authorized domains. For more information, see Specifying Authorized Domains for Invited Users.

Users receive scheduled reports via email. Reports for a Card include an image of that Card; reports for a Page or storytelling dashboard include images of all Cards in that Page. You can click a Card image to open the Card Details view directly in Domo, or a Page/dashboard image to open that Page or dashboard. The image used for a given Card is the same as the "Large" view of the Card in a Page; therefore, any information in a Card that does not appear in the Page view will likewise not appear in the report version (such as the "Total" value that appears in the Details Page for a Pie graph).

You can access the Report Scheduler if you have a default security role of "Participant" or higher or a custom role with "Export from Domo" enabled. Participant-level users can only create scheduled reports from the Page level; they cannot send single Cards as reports. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

Note: Domo recommends that you do not schedule reports on Cards found on the Overview Page, as this can cause issues when the Cards are sent automatically. A best practice is to move the Cards from the Overview Page before using them in scheduled reports.   

 

Video - Report Scheduler Overview

 

 

Caveats

  • There is a 10 MB limit on email size for standard Pages and a 5 MB limit on Domo Stories Pages. 

  • The following email clients are supported (use of any other email client may or may not result in successful rendering or viewing of Scheduled Reports):

    • Any web-based email client (i.e. Gmail, Outlook Web App, etc.)

    • Microsoft Outlook

    • Apple Mail

Parts of the Report Scheduler edit dialog

In the Report Scheduler edit dialog, you can schedule reports and specify who receives the report emails. You can also edit settings for a report that has already been scheduled.

The following screenshot shows options in this dialog:

 

You can use the following table to learn more about these options:

Option

Description

Schedule controls 

Let you set up an interval at which this report is sent to the users and/or groups you specify. You can choose the frequency for the report (daily, weekly, or monthly), the report start and end date, and other options depending on the frequency.

If you select Daily, you can specify the time when the report is sent out and can also indicate whether weekends are to be included. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.).

If you select Weekly, you can choose the days of the week and the daily time on those days when the report is sent out. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.). 

If you select Monthly, you can choose from several different options: the first or last day of the month, specific days of the week, or specific dates during the month. For all options, you can choose the daily time when the report is sent out. Daily times are available only in 15-minute increments (for examples, 9:00, 9:15, 9:30, etc.).

The time zone for reports is UTC-based. For more information about time zones, see Setting Your Time Zone and Time Zone Issues FAQ.

Send list 

Shows all users and groups who receive this report on the specified schedule. You can remove a user or group by clicking the "x" to the right of the name. 

People search 

Lets you add individuals and/or groups to the list of people who receive this report on the specified schedule. By default you can add user email addresses from any domain. If you want to limit the domains from which email addresses can be selected, you can specify those domains in the Admin Settings. For more information, see Specifying Authorized Domains for Invited Users.

Enable control

Lets you enable or disable this report. You can also disable a report in the Scheduled Reports Page clicking the ellipsis (...) next to the report and selecting Disable.

Scheduling a report

Follow the steps in this section to schedule reports in Domo. 

To schedule a report,

  1. (Conditional) Do one of the following:

    • To schedule a report for a Card...

      1. Mouse over the Card.

      2. Click .

      3. Select Schedule as Report.

    • To schedule a report for a Page...

      1. Click  in the upper right corner of the Page.

      2. Select Schedule as Report.

  2. (Optional) Enter a subject for the report in the Subject field.
    This text appears in the recipients' subject line when the report is sent to their email.

  3. Select a frequency for the report (Daily, Weekly, or Monthly).

  4. Configure frequency options as required.
    For example, if you selected Daily as the frequency, enter the desired daily send time and indicate whether weekends are to be included.

  5. Enter the desired start and end dates in the correct fields.

  6. Enter the name of a user or group into the Send to people and groups field.
    The top results for your search appear automatically in a list as you enter characters and filter accordingly as you add or remove characters.

  7. Select the name of a user or group from the list.
    The name of the user or group appears in the field.

  8. (Optional) Add additional users or groups to the send list for this report by repeating the previous two steps.

  9. (Optional) Remove a user or group from the field by clicking the "x" to the right of that user's name.

  10. Click Add to add all users and groups whose names appear in the field into the send list.
    The added users and groups are now on the schedule for the report.

  11. Click Schedule.

Note: You can schedule multiple reports for a given Page or Card. If you schedule more than one such report, all of the versions of your report are available when you go into the Report Scheduler.

Unsubscribing from a report

When you are included in the "Send" list for a scheduled report, you receive emails for that report on the specified schedule until the expiration date for the report is passed. However, if you want, you can unsubscribe from the report so you do not continue to receive emails. You can do this in any of the emails you have received.

To unsubscribe from a scheduled report, 

  1. Open any report email you have received.

  2. Scroll to the "Why am I getting this report?" panel at the bottom of the email.

  3. Click the Unsubscribe link.

You are now unsubscribed from this report. No additional emails will be sent to you.

Managing your scheduled reports

In the Report Scheduler Page you can see all of the reports you've scheduled and those you receive, along with a history of reports that have been sent, both successfully and unsuccessfully. For any report in the Page, a number of options are available, including viewing the send history; editing the report; or unsubscribing from, disabling, or deleting the report. You can also choose to send the report to everyone in its "Send" list now, instead of having to wait for the scheduled time.

The Report Scheduler Page allows you to manage only those reports you send and receive. In the Admin Settings > Report Scheduler tab you can manage all scheduled reports for your company. You must have an "Admin" default security role or a custom role of "Manage All Company Settings" to access this tab. For more information about managing reports for your company, see Managing all scheduled reports for your company. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

Viewing the report history 

You can see the send history for an individual scheduled report or for all scheduled reports in your Domo. In this history you can see all reports that have been sent, or you can filter to show reports that have been sent successfully or unsuccessfully. You can view the history for an individual scheduled report only if you are the report owner or you have an "Admin" default security role or a custom role of "Manage All Cards and Pages." For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles. For more information about security profiles, see Security Role Reference

To see the history for your reports, 

  1. Select Scheduled Reports in the More menu at the top of the screen.

  2. Do one of the following:

    • To see the history for all reports, click History.

    • To see the history for an individual report, select  > View History.
      The  menu only appears if you are the report owner or a custom role of "Manage All Cards and Pages."

Editing a scheduled report 

You can open an existing scheduled report for editing in a number of different ways. You can choose to edit either the report schedule or the actual content of the report.

You can edit the settings for the report if you are the owner of the report or you have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

Editing the schedule for a report

When you choose to edit the schedule for a report, the edit dialog for the report opens. You can then make changes to the name, schedule, and recipients as described in Scheduling a report, above. 

To edit a the schedule for a report, 

  1. Do one of the following:

    • In the Card Page, select the Schedule as a Report option for the Card or Page.

      Because a scheduled report has already been created for the Card or Page, the edit dialog appears with all of the information already entered in, ready for editing. If no scheduled report had been created, the dialog would appear as a "blank slate," with all of the default options selected. If you select Schedule as a Report for a Card or Page you do not own, and you do not have an "Admin" default security profile or a custom role with "Manage All Cards and Pages" enabled, the dialog appears with the default options selected.

    • In the Report Scheduler Page (which you access by selecting Scheduled Reports in the More menu at the top of the screen), click the ellipsis (...) for the report you want to edit then select Edit Schedule.

  2. Make your desired edits.
    For more information about report scheduling options, see Scheduling a report.

  3. Click Schedule when finished.

Editing the content for a report

When you choose to edit the content for a report, a special view of the Card Page or Card Details view appears (depending on whether the report is for a Page or Card). In this view you can apply Filters to the Page or Card, just as you could normally. You can then save these changes right to the report. All recipients of the report will then see the content with your Filters applied. However, since the Filters were applied only to the report itself and not to the actual Page or Card, other users viewing the Page or Card cannot see the changes. 

The following screenshot shows an example of this special Filter view for a Card called "Customer Satisfaction." Two buttons are unique to this view—Save Filters to Report and Close Report. The first button saves Filter changes you have made to this report. The second button closes this view, returning to the regular Details view for the Card.
 

For information about applying Filters to a Page, see Applying Page-Level Filters. For information about applying Filters to a Card, see Filtering Data in a Card Details View.

To edit the content for a report,

  1. In the Report Scheduler Page (which you access by selecting Scheduled Reports in the More menu at the top of the screen), click the ellipsis (...) for the report you want to edit then select Edit Report.

  2. Apply Filters to the Page or Card as desired.

  3. Click Save Filters to Report when finished.

  4. Click Close Report to close this view.

Unsubscribing from a scheduled report 

When you unsubscribe from a report, you no longer receive emails for that report. However, this does not disable the report for other users; any other subscribed users will continue to receive the report. You can also re-subscribe to a report from which you have unsubscribed.   

To unsubscribe from a report, 

  1. Select More > Scheduled Reports.

  2. Click Subscribed.

  3. (Optional) To re-subscribe to the report, click Subscribe.

You can also unsubscribe from a report in the edit dialog by clicking the Enabled button at the bottom of the dialog.   

Disabling a scheduled report 

When you disable a report, that report is disabled for all users in the recipient list. This action does not remove the scheduled report from Domo. You can disable a report only if you are the owner of the report or you have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

To disable a report, 

  1. Select More > Scheduled Reports.

  2. Select  > Disable.
    The  menu only appears if you are the report owner or you have an "Admin" security profile or a custom role with "Manage All Cards and Pages" enabled.

Deleting a scheduled report 

Deleting a report removes it from Domo entirely. You can delete a report only if you are the owner of the report or you have an "Admin" security role or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

To delete a report, 

  1. Select More > Scheduled Reports..

  2. Select  > Delete.
    The  menu only appears if you are the report owner or you have an "Admin" security profile or a custom role with "Manage All Cards and Pages" enabled.

Sending a scheduled report immediately 

You can send a scheduled report to the users in the recipient list immediately instead of having to wait for the scheduled time. You do this in the Report Scheduler Page. This option is available only if you are the owner of the report or you have an "Admin" security role or a custom role with "Manage All Cards and Pages" enabled. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

To send a scheduled report immediately, 

  1. Select More > Scheduled Reports..

  2. Select  > Send Now.
    The  menu only appears if you are the report owner or you have an "Admin" security profile or a custom role with "Manage All Cards and Pages" enabled.

Managing all scheduled reports for your company

In the Admin Settings > Report Scheduler tab you can manage all scheduled reports for your company. You can edit, disable, or delete any schedule version for any report. You can also see the send history for all reports. Finally, you can enable or disable the sending of all reports in your company using a specific toggle.

You must have an "Admin" default security role or a custom role with "Manage All Company Settings" enabled to access the Report Scheduler tab in the Admin Settings. For more information about security roles, see Security Role Reference.

You can manage your own reports (i.e. those you send as well as those you receive) in the Report Scheduler Page in Domo. You do not need Admin-level privileges to access this Page.

For information about the layout of the Admin Settings, see Admin Settings Layout.

Video - Report Scheduler Admin Features

Editing a schedule version of a report

In the Admin Settings > Report Scheduler > Reports tab, you can open any schedule version of a report in your company's Domo for editing. You can edit the schedule or recipients, or enable or disable the report version.

To edit a schedule version for a report,

  1. Click More > Admin.
    The Admin Settings appears.

  2. Click Report Scheduler.
    The Report Scheduler panel appears.

  3. In the list of scheduled reports in the middle pane, locate the report you want to edit and click on it.
    You can do this by scrolling through the list or entering a report name to filter in the Search Scheduled Reports box.

  4. In the rightmost pane, locate the schedule version of the report you want to edit.

  5. In the ellipsis (...) menu, select Edit Schedule.
    You can also select Edit Report to open the special Filters view for the report (as described in Editing the content for a report above).

  6. Make your desired edits.
    For more information about report scheduling options, see Scheduling a report.

  7. Click Schedule (or Save Filters to Report/Close Report if you chosen to edit the report content).

Your changes to the schedule version of the report are saved.

Disabling a schedule version of a report

In the Admin Settings > Report Scheduler > Reports tab, you can disable a schedule version of a report. When you disable a schedule version of a report, that report version is disabled for all users in the recipient list. This action does not remove the report version from Domo.

To disable a schedule version of a report,

  1. Click More > Admin.
    The Admin Settings appears.

  2. Click Report Scheduler.
    The Report Scheduler panel appears.

  3. In the list of scheduled reports in the middle pane, locate the report you want to disable and click on it.
    You can do this by scrolling through the list or entering a report name to filter in the Search Scheduled Reports box.

  4. In the rightmost pane, locate the schedule version of the report you want to disable.

  5. Click the ellipsis (...) and select Disable.

The schedule version of the report is disabled for all users in the recipient list.

Deleting a schedule version of a report

In the Admin Settings > Report Scheduler > Reports tab, you can delete a schedule version of a report. Deleting a version of a report removes it from Domo entirely.

To delete a schedule version of a report,

  1. Select More > Admin.
    The Admin Settings appears.

  2. Click Report Scheduler.
    The Report Scheduler panel appears.

  3. In the list of scheduled reports in the middle pane, locate the report you want to delete and click on it.
    You can do this by scrolling through the list or entering a report name to filter in the Search Scheduled Reports box.

  4. In the rightmost pane, locate the schedule version of the report you want to delete.

  5. Click the ellipsis (...) and select Delete.

The schedule version of the report is deleted from Domo.

Viewing the history for all scheduled reports

In the Admin Settings > Report Scheduler > History tab, you can see the send history for all scheduled reports in your Domo. In this history you can see all reports that have been sent, or you can filter to show reports that have been sent successfully or unsuccessfully.

To see the history for your reports,

  1. Select More > Admin.
    The Admin Settings appears.

  2. Click Report Scheduler.
    The Report Scheduler panel appears.

  3. Click the History tab.
    The send history list appears for all scheduled reports in your Domo. You can filter to show successfully or unsuccessfully sent reports by clicking the Successful or Unsuccessful subtab.

Enabling or disabling all scheduled reports

In the Admin Settings > Report Scheduler > Settings tab, you can enable or disable all scheduled reports in your Domo just by clicking a toggle switch.

To enable or disable all scheduled reports in Domo,

  1. Select More > Admin.
    The Admin Settings appears.

  2. Click Report Scheduler.
    The Report Scheduler panel appears.

  3. Click the Settings tab.

  4. Click the toggle switch in the upper left corner of the right panel.

All reports in your Domo are enabled or disabled.