Schedule a Report
If you find a report that works well for your team, rather than running it every time you want it, you can schedule the same exact report to be run and emailed to you at a certain time every week, or even every day.
- From the Home Screen, navigate to the Reports column > Reports
- Navigate to the report you would like to schedule
- If the report is able to be scheduled, there will be a "Schedule" hyperlink to the right of the report hyperlink
- Click the Schedule hyperlink