Report Features


 

Automate Reports On a Schedule

 

Overview 

This article will show you how to schedule Reports to generate on a recurring basis.

 

Instructions

  1. Navigate to Reports
    reports.jpg

  2. Select a report
    select_a_report_to_automate.jpg

  3. Select the calendar icon to set up a report to run automatically
    select_the_calendar_to_setup_automatic_report_running.jpg
    • Schedule: Select from Daily, Weekly, or Monthly automatic report
    • Days: Select the day(s) to generate the report
    • Start Date/Time & End Date: Select Start Date and End Date (optional)
    • Include Report: Choose to include the report as body content in the email or as an attachment
    • Email Report To: Input email recipients
      • Note: Separate email addresses with a comma
    • Email Lookup: Search for email addresses
    • Auto Dates: Determines the date range used, relative to the time the report is run

  4. Click Save
    select_save_to_save_automated_report_schedule.jpg



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