Scheduling reports

SharePoint Manager Plus allows the administrators to automate their report generation by providing an option to schedule reports at periodic time intervals.

Steps to schedule a report

  1. Navigate to Admin > Configuration > Schedule Reports.
  2. In the Schedule Name field, provide a name for the report schedule.
  3. In the Description field, describe the report schedule.
  4. From the Select SharePoint drop-down, choose the SharePoint environment for which you want to schedule a report: Online (Office 365) or On-premise.
  5. From the Select Farm drop-down, select the farm.
  6. Under Select reports, choose the category.
  7. In the Select Report Type drop-down, choose the report type that you need to schedule.
  8. From the Available reports list, select the reports you need to schedule and move them to the Selected reports list.
  9. In the Schedule drop-down, choose the report generation frequency: Daily, Weekly, Monthly, or Custom. With Custom, you can generate reports on the last day of every month, or at regular intervals (for example, every N days at a specified time).
  10. From the Export Format drop-down, select the report format. SharePoint Manager Plus can generate reports in PDF, HTML, XLSX, and CSV formats.
  11. To redistribute the scheduled report via email, select Email this scheduled report and enter the recipient address in the To Address field. Use a comma to separate multiple email IDs.
  12. Click Save.

Scheduling a new report

Copyright © 2025, ZOHO Corp. All Rights Reserved.