Scheduling Reports (Classic)

This article provides an overview of how a report can be schedule to be sent to yourself or other users

Step-by-step guide

  1. Go to the Reports screen (accessed by clicking on the Reports Tab.

  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. Under Email Report, Select 'To me' or 'To me and / or others'.  Select the Users who should receive the scheduled report

  5. Select Recurrence - Daily, Weekly, Monthly

  6. Select Start Date / End Date (these fields are required and should be completed each time)

  7. Select Preferred Start 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.

  9. Then Click Save Report Schedule







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