Scheduling Emailed Reports

SCHEDULING EMAILED REPORTS

Open Report Scheduler

• Go to the ‘Setup’ dropdown menu.

• Select ‘Reports Scheduler’.

• Click “Add Reports Scheduler” at the top right of the page.

Configure Report Details

• In the ‘Details’ tab:

  • Enter a name for your report in the Title field.

  • Select how often the report should be sent: Daily, Weekly, or Monthly.

  • Choose the time you want the report to be emailed.

Select Report and Recipients

• In the ‘Report to Schedule’ tab:

  • Choose the report you want to schedule from the list.

  • Enter the recipient's email address.

    • To send the report to multiple recipients, separate each email address with a comma.

Set Report Period and Format

• In the ‘Period’ tab:

  • Choose the time range for the report (e.g., Yesterday, Last 30 Days).

  • Select the format for the emailed report: Excel or CSV.