To create a scheduled report job, please follow these instructions:
- Navigate to SYSTEM - > Scheduled Reports
- Create a job, or click on any scheduled report job to edit it.
- Make sure that the job is Enabled to start receiving the reports.
- Specify a name for the job
- Select the Report data range (the period which will be included in the report)
- You can schedule reports to be sent Daily, Weekly, or even monthly. (You may adjust the time of the scheduled report as well)
- Select the Report type (Which of the reports do you want to be run & sent as scheduled)
- The report is sent to the e-mail address linked to your account by default, but you may uncheck the box and specify several e-mail addresses separated by a comma and a space.
- Under Users, Specify the users/departments whose data you need to be included in this report
- You may also exempt users/departments data from appearing in this report by selecting them under Except.
- Click on Save to create this Scheduled report job, or Click on Save & Run to create it as well as run the report.
