How to schedule an automated report

1.)Open the Report and Click on Actions

2.)Scroll to the bottom of the Edit Report Screen to Email Delivery

3.)Click on Add

4.)Select your Delivery Interval

• Daily – Will auto-delivery every day
• Weekly – Select what day of the week you want the report to come out
• Monthly – Select the day of the month you want the report to come out

5.)Select the Time of day you wish the report to be sent

• Use the slider on both the Hour line and Minute line to select your preferred time of the day for the report to be delivered.
  • NOTE:  The actual delivery time could be anywhere between 2-7 minutes after this scheduled time

6.)Select the Format of the file

7.)Enter the Recipients or who should receive this report

• You can add as many names as you need to receive this report.
  • NOTE:  If you want the report delivered to different people at different intervals you can add a NEW Delivery Schedule, just follow the same steps and both schedules will be followed.

8.)Determine if you always want the report sent

• If Checked – The report will always go out as per the delivery schedule
• If Unchecked – The report will only be sent if there is data in the report.  If no data exists, no report will be delivered.

9.)Activate or Deactivate your Delivery Schedule

• If Checked – Your Delivery Schedule is active and as long as the report is also active, it will follow the created schedule
• If Unchecked – The created delivery schedule will not be followed, but will be saved for a future moment when you may want to resume delivery.