Schedule Reports - Sent to an Email



This guide will give you step by step instructions on how to schedule a copy of the report to automatically be sent to a specific email and how to see it in your automation jobs. 


1. Go to your desired Report 

2.  Click  Schedule. This will display the scheduling options.

Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

Job Name - Name that can easily identify the job. 

Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)

Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.

Start Date- Select the day you want to start the scheduled reports

End Date- Select the date you want the scheduled reports to end. 

End Time- Select the time you want the reports to stop running. 

Recipient- Type in the email where you want the reports sent Can be an external email 

3. Click Schedule  at the bottom of the screen to save the scheduling process 


You can go to Automation to see this scheduled job



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