Custom Scheduled Reports

This guide provides a straightforward process for creating custom scheduled reports, making it easy to automate report generation and distribution.


Step 1: In the navigation bar

  • Click Reports
  • Click Custom

Step 2: Click "Create a custom report"

Step 3. Select desired details and click the Scheduled prompt.

Step 4. Select desired recipients or add Additional Recipient e-mail addresses - Click "Save"

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