Scheduling Reports to Go Out

1. Select Reporting from the sidebar menu, then Create/View Reports

2. Select the report you would like to Schedule Emails for

3. At the bottom of the page select Schedule, shown below in blue

Report-_schedule_report_01.png

4. Select the starting date for reports to send out

 

Report-_schedule_report.png

 

5. Select whether you want your report to get emailed daily, weekly, or monthly

6. Check the Only if there is data check box if you do not want to receive the report if there is no activity

7. Enter the email address the reports are to be sent to and click Add

 

Report-_schedule_report_2.png

 

8. Click Save

9. You should now see scheduled reports at the bottom of the your reports page. At any time you can delete a scheduled report by hitting the 'minus' button or edit your scheduled report by hitting the pencil button shown below

Report-_schedule_report_01.png

 

 

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