How can I schedule reports to be automatically generated and emailed?
Select reports in the Reports tab can be scheduled to automatically generate themselves and be delivered via email to anybody you want!
The reports denoted with a
icon, can be scheduled:
To configure a report for scheduling, you first must set it up as though you were about to generate the report. Once set up, you'll see the Schedule Report will become available. Click the button!
In the following pop-up, you can use the array of available options to decide when the report should go out, and to whom it should be delivered.
You can choose to send the report just once, or on a daily or weekly occurrence. You can also specify a time interval between each email.