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How to use Schedule Reports…

Your Scheduled Reports that have been created under your account can be accessed via Scheduled Reports under the Reports menu. This is where you can open your scheduled reports, delete them or send them out immediately if required.

  • Select Scheduled Reports under the Reports menu to load a list of your Scheduled Reports
  • The report will then load a table displaying the following columns;
    • Report – Report type that has been saved and scheduled
    • Frequency – The frequency the report has been scheduled to be sent
    • Day – The day that the report has been scheduled to be sent
    • Time – The time of day that the report has been scheduled to be sent 
    • Send To – The email addresses that the report is scheduled to be sent to
    • Subject – The subject line of the email for the scheduled report
    • Last Sent – The date/time that the report was the last sent 
    • User – The User that created the scheduled report

  • To open a scheduled report, click on either the Report name in the Report column or the blue Spy Glass button
  • If you would like to delete a Scheduled Report, click on the red Cross button
  • If you would like to send the Scheduled Report immediately, click on the green Mail button
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