Scheduled reports

Modified on Thu, 29 Oct at 1:34 PM

Scheduled reports are sent to your email automatically, so you receive up-to-date data without generating a report each time.

Click Reports in the left sidebar, then open the Schedule tab.

The Schedule tab under Reports

Schedule a report

  1. Click Schedule new report.

The Schedule new report button

  1. In the Create new email report window, enter the email address that receives the report in the E-mail field. You can add more than one address.

The E-mail field

  1. Select the report Type and apply a Filter if you need one.

The Type and Filter fields

  1. Select the Frequency, then click Set Hours to choose when the report is sent. You can set up to six specific times per day.

The Frequency field and the Set Hours button

  1. Click Save.

Manage your reports

The table lists all the reports you scheduled and their parameters. Use the action buttons to edit or delete a report.

The list of scheduled reports

Tip: Review your report parameters and email list regularly, so they match your current needs and everyone who needs the report receives it.

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