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How To Schedule Reports
How To Schedule Reports
Christian Martin avatar
Written by Christian Martin
Updated over a week ago

Scheduled reports allows users to analyze the changes in the data in real- time while also allowing for efficient and timely distribution of information to relevant users.

  • To setup scheduled reports select "Reporting" from the Nav Bar, then select "Scheduled Reports"

  • The Scheduled Reports page allows you to view what reports are already scheduled as well as schedule more reports. To create a new scheduled report, select "Schedule a Report".

  • Once selected you will be met with a pop-out that will allow you to select what type of report you would like to be sent out, the frequency that it will be sent out at, and who all is going to be receiving the report.

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