How do I schedule a report?

Step-by-Step Guidance

Navigate to the Reports tab and click Schedule for the report you would like to schedule.

Enter the Subscription Details

Frequency Set how often the report will be delivered to your inbox.

Date Select the date for the scheduled report to begin (if you selected monthly, this is the date each month the report will be generated).

Time Select a time for the report to be generated. We recommend the report be scheduled overnight.

End Date: For weekly or monthly schedules, add an end date for when you would like these reports to stop generating.

Click add users to select the recipients

Place a check beside each recipient.

Verified Email: If the recipient shows unverified, you can add them as a recipient; however, they will not receive the scheduled report until they verify their email address. Click here to view the steps on how to ensure your email is verified.

Click the Add Users button, then Save!

View and Manage Scheduled Reports

Navigate to the Reports tab and click manage subscriptions at the top

You will see all scheduled reports there.

To Edit a report, click on the 3 dots to the right of the report name.

Select the appropriate option and follow the steps

To Delete a report, click on the 3 dots and select Delete

A new window opens and provides the option to fully delete the scheduled report or to cancel the request