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Scheduling Regular Emailed Report

How to schedule a saved report to regularly send to recipient/s via email.

Eddie avatar
Written by Eddie
Updated over 5 months ago

2. Click "Reports"

This guide assumes you have previously saved a report, if this is not the case - build and save your report first.

3. Click "Schedule Report"

4. Select your previously saved report from the dropdown.

5. Click "Next"

6. Click the "Email Address" field and enter the recipient address(es)

7. Click "Next"

8. Select the frequency of when you'd like to receive the report.

9. Click "Next" and you're done!

Done!

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