How can I set a new automated scheduled task?

To add a new automated report task:

• Click Reports Center at the left menu and click on Any Report that you'd like to automate.
• Add a new Report by clicking the "Add New Report" button at the top-right:

Under "Report Type", select "Scheduled report", the type (Daily/Weekly/Monthly) and wanted schedule.

Export to: Email (send by email), Save to Dropbox account, Drive account or Sheets (first integrate your account, from the top right corner > settings wheel icon > Integrations).

File type: Select the file types you want for the report: Email Content (body), PDF, XLSX, CSV.

Template:  From the drop-down, select a template to be used.

Language: Select a language for the report.

Email Subject:  Enter a subject (title) for this report.

Send To: Enter up to 5 email addresses, separated by commas, to send the report to.

Sender Email:  You can select which email address will be shown as the sender.
PRT default for report email (, your registered email address, or an additional address you can add from PRT Settings.

*Make sure you've selected your time zone in the Settings section to get the reports in your desired time of day.

Each of the reports will have it's own settings (some won't have all the settings mentioned under, others will have different):

Include Stats (PDF): Select Yes to include a stats box at the top of the report (for Email Content or PDFs only).

Include Notes (PDF): Choose to include term notes in a report. If included, Email Content and PDFs will include a Notes Report at the bottom.

Filter:  Here you can use the filter box, to select which URLs/terms you'd like to include in this report.

Columns & Sorting:  Select the Columns you'd like to display in the report and their placement in the table, and Select the report's sorting order.


Click Save when done.