Custom Reports - How to schedule these to send to you and your team

Modified on Wed, 14 Dec 2022 at 03:53 PM

  1. Select your report under ‘Custom reports’ 

  2. Select ‘Schedule Report’ 

  3. Fill out the fields required 

  4. Click ‘save’

  5. Go to ‘Scheduled reports’ and locate your report

  6. Click on the ‘edit’ pencil icon on the selected report

  7. Fill out the fields on ‘Configure your report’ as per your requirements (ensure all fields are filled in)

  8. Select ‘Next’

  9. Input the relevant email address (click ‘add recipient’ to add numerous addresses)

  10. Select ‘Next’

  11. Fill out all fields and ensure ‘enabled’ is toggled to Yes.

  12. Click ‘Finish’

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