Schedule Reports in Zurich

[Mark Cole1]

With Zurich and the move to Platform Analytics, it appears that a report can no longer be scheduled and sent as CSV.  Is this functionality totally gone?  It was a very use feature.

[M Iftikhar]

Hello @Mark Cole1 ,

I don’t think that functionality is gone , I’m still able to schedule reports and send them as CSV in my PDI. 

Here’s how you can check it: 

1. Open or create any Report [sys_report_list],click Schedule and then Save the record. 

2. Once scheduled, open your  Scheduled Email of Reports [sysauto_report_list] and Execute it manually to test. 

3. Then, open the Email Logs[sys_email_list] to confirm that the report was sent successfully, and you should see the CSV attachment. 

So it looks like the scheduling and CSV export options are still available, even with Platform Analytics. 

If my response helped, please mark it as the accepted solution so others can benefit as well. 

[Ankur Bawiskar]

@Mark Cole1 

The normal scheduled report table can still be used to schedule and send the Report

With Platform Analytics you can directly schedule the data visualization

Schedule the export of data visualizations or dashboards 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏