How to Set Up Scheduled Reports
The scheduler is available for every detailed report with the exception being the Activities' report.
- To view scheduled reports, click on the Scheduler tab to view a list of detailed reports and the frequency of how often they're sent, or to change the settings/requirements on a scheduled report.
- To see scheduled report in advance, click on the Request Now button. This feature will send the scheduled report immediately and still continue to send the report on the scheduled date.
If using Custom Fields, Administrators will see a Toggle to select or deselect the field(s) to include or exclude form the report .
For complete instructions see How to Set Up Scheduled Reports.
Any change in details will take affect in the next round of monthly generation.
For complete instructions see Monthly Report.