To receive a report by e-mail, you must first create the report as described in the Generating a single report section.

Once you have generated the desired report, follow these steps:

1 Click the Schedule reports button:

2 Now fill in the fields to schedule the generation of your report:

Fields Description
Name Your own name for the report.
Format The report format – PDF or Excel (XLS)
Frequency How often you wish to receive the report – daily, weekly or monthly.
  • Daily: Generates the specific report on a daily basis.
  • Weekly: Generates the specific report based on the past week.
    Specify which day of the week you wish to receive this report.
  • Monthly: Generates the specific report based on the past month.
    Specify which day of the month you wish to receive the report.
    Example:
    You wish to receive a weekly Activity report – every Wednesday. This report will then include the following days: Wednesday, Thursday, Friday, Monday and Tuesday.
E-mail recipients The e-mail addresses the report will be sent to. Enter one address per line if you have more than one.
Language Language used in the report.
Report settings Include the report criterion in the e-mail.

3 Click the Save button and your scheduled report will now appear in the list of scheduled reports.

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