How to schedule a report for delivery via email or share.

In the top right corner on any report you can find the Schedule button.

Click the schedule button and you will see options for the following:

  • Date range
  • How often to run the created report
  • Name of the schedule
  • File format to save or send as
  • Email address and subject ( If sending via email and SMTP has been configured )
  • Save location (if saving the report locally)

Once you have completed all required fields click the [Create Schedule] button to save.


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