Step by step guide:

  1. Enter the Reports dashboard screen from the coloured button near the top of the page.
  2. Select the Data Reports tab.
  3. Identify the report you wish to schedule and press the Schedule button on its row.
  4. Set the First Report Date.
  5. Optionally set a Stop Date. If no stop date is set then the schedule will run indefinitely.
  6. Set a Frequency the schedule should follow.
  7. Press the blue Create button to create the scheduled item.

Please find our video tutorial link below:

https://youtu.be/S0X9uZEaSnE


Note: 

  1. Scheduled items can be reviewed and managed via the Scheduled reports button at the top-left of the Data reports page. Additionally, when scheduling a report for other users, please note the report will be sent as is, so you may wish to limit the data included by filtering the results of the report.
  2. You will need the Reports permission applied to your e-days role in order to carry out this task.