How do I set up a Scheduled Report?

Once you have created a report view that you find useful, select the “Schedule Report” icon visible towards the top right hand side of any report.

When setting up a scheduled report, ensure you:

• Give the report a name
• Insert email address of recipient(s)
• Select the frequency (daily, weekly, monthly) 
• Select the date range (max date range last 30 days)
• Select the duration the report is scheduled 

Important! Click on “Create” before leaving this menu to ensure you have scheduled the report successfully :

Need to modify your Scheduled Report? Check out our dedicated article here.