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.png
  2. Select a report
    select_report.png
  3. Select the calendar icon to set up a report to run automatically
    calendar.png
    • 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
    save_report.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback