Scheduling Emailed Reports

Open Report Scheduler

• Go to the Setup dropdown menu.
• Select Reports Scheduler.
• Click Add Reports Scheduler at the top right of the page.

Configure Report Details

• In the Details tab:
  • Enter a name for your report in the Title field.
  • Select how often the report should be sent: Daily, Weekly, or Monthly.
  • Choose the time you want the report to be emailed.

Select Report and Recipients

• In the Report to Schedule tab:
  • Choose the report you want to schedule from the list.
  • Enter the recipient's email address.
    • To send the report to multiple recipients, separate each email address with a comma.

Set Report Period and Format

• In the Period tab:
  • Choose the time range for the report (e.g., Yesterday, Last 30 Days).
  • Select the format for the emailed report: Excel or CSV.