How to: Schedule a report

Here is how to save a report and schedule a recurring report. Once you have created the report you want to export.
See: What are the different kinds of reports and how do I view/save them?

disclaimer.pngImportant Notes:

  • The report automatically generates at 3 am EST.  

  1. Click on 'Save'.
    (Please note the report criteria will differ depending on the report you are exporting)
    Screen_Shot_2019-02-25_at_12.47.06_PM.png
  2. From here you will be able to: 
    1. Name the report 
    2. Schedule to your cadence 
    3. Choose who you want the report to be sent to by Role, User, Email
      Screen_Shot_2019-02-25_at_12.49.43_PM.png
  3. Once you have set up the criteria you would like click "Done". 
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