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How to create, edit, or remove a 'Scheduled Report'

Create a Scheduled Report

To create a Scheduled report:

  1. In the Reports module click the bell icon on a report's information card or click the SCHEDULED REPORTS button in the right corner.
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  2. You will be redirected to the Scheduled reports section within the Settings module where you need to click SCHEDULE NEW REPORT to schedule report delivery.
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  3. Choose the report you want to schedule from the list.
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  4. Configure the report's settings, including the frequency and destination for receiving it.
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  5. Click SAVE to finish scheduling.

Edit or Delete a Scheduled Report

To edit or delete a Scheduled report:

  1. In the Reports module click the SCHEDULED REPORTS button in the right corner and you will be redirected to the Scheduled reports section within the Settings module.
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  2. Find the scheduled report you wish to edit or delete.
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  3. Click the corresponding icon next to the report.

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