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How do I set up weekly or monthly reports to get emailed to me?

 
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Moderator

Re: How do I set up weekly or monthly reports to get emailed to me?

Hello daafootball2017,

 

Here's how you can set up your reports to be mailed weekly or monthly:

  1. Open the report and click the Customize button.
  2. Do the necessary customization and click Run report
  3. Select the Save customization button and enter the Custom report name.
  4. Click Save.
  5. Select Reports on the left menu and go to the Custom reports tab.
  6. Click Edit on the customized report and turn on the Set email schedule function.
  7. In the SET RECURRENCE section, choose Weekly or Monthly in the Repeats field.
  8. Enter the necessary schedule details.
  9. Enter the EMAIL INFORMATION and click Save and close.

Let me know if you need more assistance with this.Capture.JPG