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

Instructions

1. Navigate to Reports
   
2. Select a report
   
3. Apply any desired Filters
   
   
   • From/To: Apply a date range
   • Filters: Add filters
   • Fields: View/remove fields
4. Click Refresh
   
   
5. Select the Schedule Report button
   
   
   • Note: This button allows you to set up a recurring report that sends to any email address.
6. Configure the schedule options
   
   
   • Schedule: Select from Daily, Weekly, or Monthly automatic reports
     • Days: Select the day(s) to send the report if you choose any option besides Daily
   • Start Date/Time & End Date: Select Start Date and End Date (optional)
   • Include Report: Choose to include the report in the body of the email or as a download link
   • Email Report To: Input email recipients
     • Note: Separate each email address with a comma.
   • Email Lookup: Search for email addresses
     • Click the + to add the user
       
   • Auto Dates: Determines the date range you use, relative to the time the report is run
     • Note: You can use this option to tell our reporting engine to always send the report updated for the "next 7 days" or for "this weekend" etc. This will ensure you get a report with updated content every time.
     • Note: When you create a schedule, it is important that you set the Auto Dates setting, otherwise you will receive the exact same report every day.
7. Click Save