How can I get a report emailed to me on a regular basis?

  1. Select Reports on the header menu 
  2. Select the report that you’d like to receive 
  3. Select your filters and report parameters, if applicable 
  4. Select the Run Report button 
  5. Select the Schedule Report link  
  6. Enter a name for this report (this is for your own reference), contact information for the report receiver and frequency to receive the report 
  7. Select Save button at the bottom of page 

Once a report is scheduled, you can alter the scheduled report settings by following these steps.

Still need help?

Our Client Success team is available 24/7/365 and happy to walk you through it.

Contact support