Scheduled Reports - New Website

Create a Scheduled Report

There now is no need to run and save a report to create a scheduled report. You will just select the appropriate details while filling out the form.

1. From the Dashboard, click Reports, then click Scheduled.

2. Click Create a Scheduled Report in the top right corner.

3. Give the Scheduled report a name then click the dropdown under Select a Report and select the report you would like to schedule. Then fill out the parameters according with how you want your scheduled report set up.

4. Fill out the form accordingly based on the scheduled report you would like and who you would like to receive it.
5. Click Save.