Best Practice Guides for Reports

How to Set Up Scheduled Reports

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The scheduler is available for every detailed report with the exception being the Activities' report. 



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  • 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.


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  • 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.


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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.

Monthly Report

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 Any change in details will take affect in the next round of monthly generation.



For complete instructions see Monthly Report.