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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 can choose one report, multiple reports, or all reports. You add them to the scheduled report by clicking on the (plus)(plus) button next to the report name. Clicking on the (minus)(minus) next to the report name will remove it from the scheduled report. Reports have been added when they are listed in the left window.

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  1. 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.
  2. Can I see other userusers' s scheduled reports or can only the people who created the scheduled reports see those reportsthem? Answer: Web users with the Admin role assigned can also view, edit and delete the scheduled reports of other users in the project space. However, anyone can be added to the scheduled report to see the emailed data.

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