Existing reports can be scheduled to execute at a date & time of your choice. To create a scheduled report click the Schedule button in reports then click the Plus button [View Image].
From “Add report schedule” you are able to do the following:
- Give the schedule a name
- Select the report to schedule
- Select Export Options (PDF or Excel)
- Select Occurrence Frequency -
(Daily, Weekly or Monthly) - Select a Start date
- Select an End Date
- Add email Recipients
Click Add to add the schedule [View Image].
Scheduled reports can be Edited or Deleted by selecting the three dots at the right-hand side of each schedule [View Image].
