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)
  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
  3. Once you have set up the criteria you would like click "Done". 
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