Report Scheduler / Data Scheduler - How to?

What is the Report/Data Scheduler?

The Report Scheduler is a recurring and automated interface to automatically email you reports on a periodic basis. Typically this is used in a long running survey (transactional surveys) where you have a continuous data collection stream.

On one hand you have data being collected on an on-going basis, and on the other hand you can create a daily, weekly or monthly schedule so that the data collected can automatically be emailed to your account. The Report Scheduler is meant for automatic delivery of the various reports that QuestionPro produces.

How do I get started?

Goto : Login » Surveys » Manage Data » Scheduling

Survey Software Help Image
Survey Software Help Image

Can I customize the time at which the report runs?

Not at this time. We anticipate this will be a future release. Currently all the reports for a particular day will be run at 3:00 AM US Pacific Time.

Can I create schedules with other frequency - Fortnightly, quarterly etc?

No. Currently we are releasing daily, weekly and monthly schedule options only. This may change in the future depending upon how many users ask for other frequency options.

How will I get notified when the report is ready?

The generated reports will be emailed to you based on the email address under your User Profile.

Can multiple users be notified automatically when reports are generated?

Yes, with global multi-user accounts (available with the Enterprise License) you can choose the users within your organization that can receive the reports.

Can I "modify" a schedule?

At this point we not allow for modifications of scheduled events. You can however delete the events as necessary and re-create them.

Can I temporarily suspend the scheduled reports?

Yes. Just click on the Suspend icon. When the scheduler is Suspended you will not receive any reports etc.

What are the different kinds of report I can schedule?

The following reports can be scheduled:

  1. Excel : Raw Data + Analytics

    This is the exact same Excel report that is generated by going to:

    Login » Surveys » Manage Data » Raw Data Export » MS Excel Report

  2. Excel : Trend Report

    This is the Trend Report that is generated by going to:

    Login » Surveys » Reports» Advanced » Trend Analysis

  3. SPSS : Data Collection Reporting

    This Data Collection Reporting can also be generated by going to:

    Login » Surveys » Manage Data » Statistical Package Export

  4. PowerPoint: This Overview Report can also be generated by going to:

    Login » Surveys » Manage Data » Export » Charts & Analytics Export

  5. CSV: Raw Data

    Login » Surveys » Manage Data » Raw Data Export » CSV Report

  6. HTML - Real-Time Text Report

    This the the Open-Ended Text report generated by going to :

    Login » Surveys » Reports » Open-Ended Text

  7. HTML - Real-Time Summary Report
  8. Custom Report :

    This Refresh Custom Report can also be generated by going to:

    Login » Surveys » Report » Custom » Customized Reports

    You can "Refresh" the data automatically by choosing this option.

I have scheduled a report and I am not receiving it. What am I doing wrong?

The scheduled reports are automatically emailed to the email address specified in your account. If you are not receiving the emails please check the following:

  1. SPAM/Junk Mail settings - Please check your email SPAM/Junk settings to make sure emails coming from QuestionPro are not categorized as SPAM/Junk.
  2. Please check with your IT department to make sure your organization is not blocking emails coming from QuestionPro as SPAM.
  3. You can verify that the report was run by click on the "Next Schedule" link for the scheduled report in question.

Is there an upper limit for the number of report schedulers per survey?

Yes, there is a limit as per the license level:

  • Enterprise License - 5 Per Survey
  • Team Edition License - 3 Per Survey

License & Access Options

This feature/tools described here are available with the following license(s) :

  • Monthly Report Scheduler is available with Corporate annual license

  • Weekly / Monthly Report Scheduler is available with Team Edition

  • Daily / Weekly / Monthly Report Scheduler is available with Enterprise Edition

Advanced Toolset and Features

No Long Term Commitment