Once you have created a template, in order to distribute it to report viewers, you will need to create a report task. Create a report task # Create or open a template In the sidebar navigation, click Reports If you wish to execute the report immediately, click Report now and choose Publish now. If you wish to schedule a recurring report, click Report later and choose Schedule report. From within the report task editor, enter a Title for the report task.
Filter cycles allow you to automatically create many report tasks filtered on different values of a dimension. For example, you may want to run a sales performance template on each company region. Instead of manually creating individual report tasks filtered on each company region, you can use a filter cycle to automate this. Create a filter cycle # To create a filter cycle: Create or open a template In the sidebar navigation, click Reports If you wish to execute the associated reports immediately, click Report now and choose Cycle and publish now.