How can I get a report emailed to me on a regular basis?
- Select Reports on the header menu
- Select the report that you’d like to receive
- Select your filters and report parameters, if applicable
- Select the Run Report button
- Select the Schedule Report link
- Enter a name for this report (this is for your own reference), contact information for the report receiver and frequency to receive the report
- 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.
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