Scheduling Reports

You can schedule reports to be sent out to users via email at a pre-determined frequency.

Step-by-step Guide

To schedule a custom report:

1. Go to Site Administration > Reports > Report Builder > Custom reports

2. Click on the report's name

3. Click on the "Schedule" tab

4. Click on the "New Schedule" button

5. Fill out the form in question

6. Click on the "Save" button at the bottom of the page.

(Video Coming Soon)