Scheduling Reports

You can schedule reports to be exported and emailed to you. 

 

How to schedule a report -

  1. Go to Reports > Custom Report

  2. Select the parameters for the report you wish to schedule. 

  3. Select a reporting period that has relative date range as shown in the screenshot below:


  4. Select the down arrow to the right of "EXPORT FULL CSV" and click "SCHEDULE"


  5. Select the date the first report should be sent and how often. 


  6. Click "SCHEDULE NOW"

That's it! Your report is now scheduled. :)

 

If you would like to view or delete your scheduled reports at a later date, select the "VIEW SCHEDULED REPORTS" option as shown below:
 

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