To schedule a report click the Add New icon.

Add New Scheduled Report
Add New Scheduled Report

You then need to input how often you want the report to be generated, name the schedule, set the day and time for the report to be run and sent, set to whom the report should be sent and the file format it should be in (CSV, PDF, or Excel), whether the report should use the set date time range or if it should change the date range based on the current date, and whether you want to receive Empty Reports. An empty report means you are sent the report even if there is no data in the report.

Adding a New Scheduled Report
Adding a New Scheduled Report

You then select from the Saved Reports the report or reports you would like to be run and exported.

Select from Saved Reports
Select from Saved Reports

When complete you click Add Schedule and the report schedule will appear on the Your Schedules page.

Schedule Created
Schedule Created

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