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Send and schedule reports
Send and schedule reports

How to Send and Schedule reports?

Ron Danenberg avatar
Written by Ron Danenberg
Updated over a year ago

How to Send a report?

To send a report, follow these steps:

1. Select the send report icon

2. Select the user in your system you would like to send the report to

3. Select the time frame you would like the report to cover (if applicable)


How to Schedule a report?

To schedule a report follow these simple steps:

1. Select the send report icon

2. Select the user in your system you would like to schedule the report for

3. Toggle on Recurring

4. Select the report periodicity depending on the options available i.e. last 7 days, 30 days, etc.

5. Select the Frequency the report will be sent


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