To schedule a report click schedule and  follow these steps:

Select the applicable datasource(s)         

Select the export format

  • PDF          
  • CSV            
  • DOCX
  • RTF           

Select the comparison period      

  • Previous period
  • Same period last year      

Select the time frame      

  • Current Day
  • Previous Day        
  • Previous Week
  • Previous Month    
  • Current Year
  • Previous Year       

Select the dispatch frequency

  • Daily         
  • Weekly     
  • Monthly
  • Yearly       

Select the time the report will dispatch

Add the report recipients