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Schedule or share a custom report

Once you save a report, the Save Reports Options page enables you to schedule or share the report. Use the Schedule or share this report option to schedule a report to run at specific intervals or share it with other users.

Schedule a report 

You can set the frequency at which the report is emailed to you and assigned users using the Scheduled reports tab. Here’s how you can schedule a report:

  1. From the Avalara License Management home page, go to the Reports tab. 
  2. Select either the System reports or Saved reports tab 
  3. Select a report, and then select Customize
  4. Customize the report and save it by adding a name and description. 
  5. Select Schedule or share this report
  6. Select New scheduled reports to schedule the report.  
    1. Select the frequency. 
    2. Select Send to self as No if you don’t want to receive this report.  
    3. Select Email to to select the recipients of this report. 
    4. Select Add email address to enter the required email address. 
    5. Select Save
  7. Select View to see the details of an existing scheduled report. 
  8. Select Edit to update the details of an existing scheduled report. 
  9. Select a scheduled report, and then select Delete scheduled reports to delete it. 
  10. Select Export to Excel to export scheduled reports details.  
    1. Select the fields you wish to export.  
    2. To add all fields, click Select all
    3. To remove all fields, click Deselect all
    4. Select Export to Excel to download the report.

Manage shared users 

The application saves your custom report in the Saved reports tab when you generate and save a report. The application doesn’t display this custom report in the Saved reports tab of other users. You can use the Shared users tab to add this custom report in the Saved reports tab of other users. Here’s how you can add shared users:

  1. From the Avalara License Management home page, go to the Reports tab. 
  2. Select either the System reports or Saved reports tab 
  3. Select a report, and then select Customize
  4. Customize the report and save it by adding a name and description. 
  5. Select Schedule or share this report
  6. Select the Shared users tab. 
  7. Select New shared users to add users. 
    1. Search and select the users. 
    2. Select Save
  8. Select View to see the shared user details. 
  9. Select Edit to update the shared user details. 
  10. Select Export to Excel to export shared users details.  
    • Select the fields you wish to export.  
    • To add all fields, select Select all
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