Note: Prior to scheduling a report, you must have filters in place. For more information about filters, please see “Filtering a Report”.
Step 1: Click the “Schedule” button then click the “+” sign to create the schedule.
Step 2: Schedule the report. There are two ways to schedule:
- Click the “Schedule” button on the left hand side
- Click the “Edit” button in the Schedule column on the right hand side
Either option brings up a screen in which you can select the type of format you want: CSV, PDF, or XLSX; how often to run the report: Daily, Weekly, or Monthly; and you select the start and end dates to run the report.
Step 3: Click “Schedule Report”.
Your report is now scheduled. Click “Return to Reports” to continue.
Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.