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?
- The report automatically generates at 3 am EST.
- Click on 'Save'.
(Please note the report criteria will differ depending on the report you are exporting)
- From here you will be able to:
- Name the report
- Schedule to your cadence
- Choose who you want the report to be sent to by Role, User, Email
- Once you have set up the criteria you would like click "Done".