Create a New Schedule
Go to the Reports page and click on the Schedules tab
Click New Report Schedule
Add Details
Enter the following:
Name - this will appear as the email subject line for the recipient
Description - for internal use
Recipient Email Addresses - once you've entered an Email Address, make sure to enter a space after the address, so that the email then shows in the field
Select your Schedule from the following options:
Every Hour
Every Day - select time options from the dropdown
Every Week - select day(s) of the week and time options from the dropdown. If you'd like to select multiple days, select each day you'd like the report to be sent
Every Month - select day(s) of the month and time options from the dropdowns. If you'd like to select multiple days, select each day you'd like the report to be sent
Set an end date for your Schedule:
Until date - select date from dropdown. The Schedule will then end at midnight on this date
Indefinitely - Schedule will continue to send unless you set a date above
Select your Attachments:
Type - either Report or Dashboard
File Format - either CSV or PDF
Select your Reports
Click Done to save
Manage Schedule
Click into Schedule at any time from the Schedules tab
This page displays the:
Last Run
Next Run
Date that the Schedule Runs Until