Scheduling and Emailing Reports

 

You can view all existing report schedules by clicking All Schedules in the left-hand navigation pane.

1. From the Reports tab, click the plus icon in the left-hand navigation pane beneath Report Schedules
2. In the Select and Define Report section:
   • Select the report you want scheduled from the list in the left panel
   • Use the Time Frame drop-down menu to select the range of time the report will cover
3. In the Define Schedule section:
   • Enable report scheduling by clicking the check box
   • Enter a unique name for the scheduled report or use the default name provided
   • Select the frequency from Daily, Weekly, or Monthly
   • Enter the Start and End Dates for the report, or select No End Date
   • Select the time of day you would like the report to be generated
4. In the Select Recipients section:
   • Either select existing recipients from the menu or add new recipients by name and email
   • You can also change the subject line for the email that will be sent, and/or add a message
5. When your settings have been configured, click Save