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:
- Go to Site Administration > Reports > Report Builder > Custom reports
- Click on the report's name
- Click on the "Schedule" tab
- Click on the "New Schedule" button
- Fill out the form in question
- Click on the "Save" button at the bottom of the page.
(Video Coming Soon)