How to Schedule a Recurring Report

Julianne Manning -

First, click on the Reports tab. Then click to highlight the report you would like to have emailed to you and select the starting date range on the right-hand side. Then, under Output Options, choose Email Report. Enter in your email, the date, and the frequency you wish to receive the report and then click on Create Report.

 

You can edit this report later by clicking on My Reports from the left-hand side menu. Then in the Scheduled Email Reports box, click to highlight your report and click on Edit.

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