You can store your favorite filters in a saved report and then easily navigate to that report with the filters already applied. Saved reports will be accessible via the CommCareHQ Dashboard and can also be sent by email on a recurring basis.
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You must populate and apply a filter before you can see any data.
- Groups - Clicking on the box allows you to select a group from the dropdown menu. You can also add a group by typing the name. You can search for multiple groups at a time.
- Aggregate by Users of Groups - you can view the reports either by individual users or by groups.
- Date Range - Choose the date range of form submissions you want to say (as determined by the server date/date received)
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To schedule the report as an email, click on "Reports" and then "My Scheduled Reports." This will allow you to choose the report that you would like to schedule as a regular email report. YOu You must create a saved report before you can make a scheduled report.
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- Can I remove someone from a scheduled report when I didn't create the scheduled report myself? Answer: No, only the person who created the scheduled report can add or remove someone AND the scheduled report receiver can unsubscribe themselves from within the email, when they click at the bottom of the email on "Unsubscribe from this report". A best practice therefore is setting up the scheduled report on the account of the person who will manage the scheduled report receivers list.