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How do I schedule a report to be sent to myself or other users?

 

Step-by-step guide

  1. Goto Reports
  2. Click on the report you wish to schedule to open it
  3. Open the 'Schedule Future Runs' option under the 'Run Report' drop down
  4. Select the Users
  5. Select Recurrence - Daily, Weekly, Monthly
  6. Select Start Date/End Date
  7. Select Time
  8. 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.

 

 

 

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