{"id":994,"date":"2022-11-15T19:02:39","date_gmt":"2022-11-15T19:02:39","guid":{"rendered":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/?p=994"},"modified":"2023-04-25T00:28:56","modified_gmt":"2023-04-25T00:28:56","slug":"scheduling-a-report","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/scheduling-a-report\/","title":{"rendered":"Scheduling a report"},"content":{"rendered":"\n<p><strong>Note:<\/strong> Prior to scheduling a report, you must have filters in place. For more information about filters, please see \u201cFiltering a Report\u201d. <\/p>\n\n\n\n<p><strong>Step 1: <\/strong>Click the \u201cSchedule\u201d button then click the \u201c+\u201d sign to create the schedule.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/VfHQGOi2VqgzhY7hX1QAeDm3mC3fZiXUZsBgw5dmGubgZJdyDu1HPz_68a11NLKlASvCTcCYOo16eK3_IbwYdlgctTxv1dv7zmM0kIcZXShrndF6klZxayMcx-Q5vs19ss0OwrbrsKsBcrWzUkqBnCiKIWcx-2Sg4Z0CsbaqeTN-y0IoKyC16Wx5TtPdzA\" alt=\"\" width=\"319\" height=\"205\" \/><\/figure>\n\n\n\n<p><strong>Step 2:<\/strong> Schedule the report. There are two ways to schedule:<\/p>\n\n\n\n<ol><li>Click the \u201cSchedule\u201d button on the left hand side<\/li><li>Click the \u201cEdit\u201d button in the Schedule column on the right hand side<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/ZAJHlw415C1-ni2n2CpBm1hErKVRM1BTUtt7Ozg7kTLKYfo8yk-5Gz1fIlX7CxB1iB3DXWeQjyYU2wR7EFXlIN5hvLF6A2gW4GVoG5I2RABt0cv2J9jKWaDAaJii-FY9snzsGftDcZ6KHW0nuAYYOa9WlDZILB3lD9sI7Aqexq9VV1XT_f0kZtm8PtA31A\" alt=\"\" width=\"400\" height=\"185\" \/><\/figure>\n\n\n\n<p>Either option brings up a screen in which you can select the type of format you want: CSV, PDF, or XLSX; how often to run the report: Daily, Weekly, or Monthly; and you select the start and end dates to run the report.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/U2es_0Pm76XjEgsDRFqK_nC8f72eqUz2iDaMPyqPd9hEgKw7rsg6h2f6HcFSWy6xXo3o6zlH_an7fOYbLsTlXMIiIg3wmj3kTrXYpfuQkd8MyI6Et8EqwmYtj0dufQ6cFSDk_jXv2VBiJIBZfyOrC12a2EO6rhR6fGCbZ0AfQJO7NUUEsYFZJ5kFJdKO0w\" alt=\"\" width=\"251\" height=\"171\" \/><\/figure>\n\n\n\n<p><strong>Step 3:<\/strong> Click \u201cSchedule Report\u201d.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/urfzRUThBsvx_3gcDaHn0n6OPTUJn9N_aBQ-ayA0WKU4xb_HdK0DLNv1V_cIj7I6eCRyZRN5WiSTIr3uytgUL9Hl2tmqA_QOxiFo3Q_84cFUzOXPjdLa8iYZQXT4qEd2sIT5ePJmKuJt6P-bTaI-LYoMxHE5WChQGgtT5FgxKYccj9KL-w8Co9OEtGvSwA\" alt=\"\" width=\"248\" height=\"310\" \/><\/figure>\n\n\n\n<p>Your report is now scheduled. Click \u201cReturn to Reports\u201d to continue.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/O6In09CDEUuTX-NwRc2zQiGUdpOG_6begcUnJhuOsInlEXErhE0dwc2NAxV81WYOUHrtCZlkecXojNHDyKnliTFo3HNrjbCy9vurXJ3ChLRJeh2UaVneDgYrCHztMaQpKZy0U1kyen2XBAkduoWly9WbpJSe33skLpiL3vSXwwy4IyalBm1KeFEzHHDIjw\" alt=\"\" width=\"414\" height=\"176\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Note: Prior to scheduling a report, you must have filters in place. For more information about filters, please see \u201cFiltering a Report\u201d. Step 1: Click the \u201cSchedule\u201d button then click the \u201c+\u201d sign to create the schedule.&nbsp; Step 2: Schedule the report. There are two ways to schedule: Click the \u201cSchedule\u201d button on the left [&hellip;]<\/p>\n <a href=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/scheduling-a-report\/\" class=\"more-link\" title=\"Read More\">Read More<\/a>","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[93,30,91],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/994"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/comments?post=994"}],"version-history":[{"count":3,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/994\/revisions"}],"predecessor-version":[{"id":997,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/994\/revisions\/997"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/media?parent=994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/categories?post=994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/tags?post=994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}