Scheduling Reports

You can schedule Reports that have already been made from the Reports page this page explains how:

Step 1: Select a Report to schedule

On the Reports page, select the Report you wish to schedule from the Table View.

On the Reports page, select the Report you want to schedule and click "Schedule a report" from the menu.

Step 2: Select schedule criteria and confirm

On this screen select the schedule criteria including the increments of time to send the Report from (every day, week, month, or custom options), the exact time within those selections, and emailing the report to specific users. When you are finished click "Schedule"

Fill in the schedule criteria and click "Schedule, on the bottom right.

Now that we understand how to schedule a Report, a good thing to learn is how to filter Reports to find information quickly. Click "Next" to continue.