To set up automatic delivery of reports follow the steps below.

  1. Select the report you want to schedule for automatic delivery from the reports menu

  2. Select Schedule Report

3. Fill out the form with report name, email subject, and receiver email addresses. Separate multiple email addresses with a semi colon.

4. Select the start and finish date for the automatic delivery

5. Select the option to send the report every day, every week or every month. Assign a time that the report will be delivered, for example, at 9am every day or at 9am every Monday, or every first Monday of the month.

6. Select Create Report Schedule.

7. Once the report is scheduled it will show under My Favourites.

You can delete or edit the report schedule here.


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