Scheduled Reports

You can have specific reports scheduled to be emailed to your email or any other recipients you would like in the Scheduled Reports tab of the Reports section.

Note: In order to take advantage of Scheduled Reports, you must first create and save a report.

The Scheduled Reports tab contains two sections: Active Reports and Disabled Reports. These sections show all active and formerly active scheduled reports, along with their recipients, internal, and time.

You can add a new scheduled report by pressing Add New in the top right corner. Pick which criteria you would like to be sent to your email. In the Report Template field, you can select any of the reports you’ve previously saved.

After you click Create, you can now view and edit your report in the Active Reports section.