Once you memorize a report, you can send it by email on a recurring schedule. You can send an individual report or a group of reports.
- Select Reports from the left menu.
- Select Custom Reports at the top.
- Find the report you'd like to schedule for email and in the Action column, select Edit.
- Select the Set email schedule button to turn it on.
- Set the email recurrence based on your needs.
- Enter the email information for sending the report.
- If you want to send the report as an Excel file, select the Attach the report as an Excel file checkbox. Otherwise, the report is sent in HTML format.
- Select Save.
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