Why would I schedule a report?
Any information that is important to see at regular intervals can be made into a report and sent out.
For example:
Last week’s deposits every Monday morning
A salesperson's numbers every month
Scheduling a report
Click into the report you want to run.
Next to “Deposit Detail”, there will be three dots you can click (pictured below).
In the menu options, there will be a button for Schedule.
This will bring up a new page that reads “Select a report type”
Simple
Recipients will see their own individualized data.
Flexible
The same data set will be sent to each recipient.
Enter the email subject, report type, date range, and additional filters.
Choose which recipients you want, either by business unit or individually.
Choose the cadence (how frequently you want it sent out).
The next screen will give you the ability to customize the report that is sent out.
Changes made here will not affect the original report.
Click Schedule to save your changes.
More information
After clicking Schedule, you will be taken to a landing page that shows you which reports you have scheduled.
The report line displays the frequency, the next send date, and the 3 dots to edit, deactivate, and duplicate the scheduled report.
Reports will be sent automatically at the scheduled time.
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