This article provides an overview of how a report can be schedule to be sent to yourself or other users
Step-by-step guide
- Go to the Reports screen (accessed by clicking on the Reports Tab.
- Click on the report you wish to schedule to open it
- Open the 'Schedule Future Runs' option under the 'Run Report' drop down
- Under Email Report, Select 'To me' or 'To me and / or others'. Select the Users who should receive the scheduled report
- Select Recurrence - Daily, Weekly, Monthly
- Select Start Date / End Date (these fields are required and should be completed each time)
- Select Preferred Start Time
- Please note that there are only 24, 1 hour slots available per day for any report scheduling, so please use only as needed to allow for other report schedule time slots.
- Then Click Save Report Schedule
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