Scheduling a Custom Report

Schedule a Custom Report

Custom reports allow you to receive your report for download via email by scheduling it. There are two ways to access the schedule feature: by selecting the Schedule button in your Report Builder or from the Reports screen.

1. Navigate to the Reports page by clicking Reports from the top navigation dropdown on the top left.

2. Locate the report you wish to schedule in your saved reports. Click the three-dot icon on the right and select Schedule Report.

   

3. In the Schedule Report modal, select your delivery frequency, delivery end date (or no end date), report date range, and add your recipient emails. Note: If you select Weekly delivery, you can also select which day of the week. Once you are ready, click Schedule

4. You will receive an email with a download link for your report based on your schedule.