Scheduled Reports
Step 1
Generate your report by selecting the people and time period for the report.
Step 2
Click on the Schedule report on the top-right corner.
Step 3
Write in the recipients of the scheduled report in the Email box.
Step 4
Select the format of your report.
Step 5
Select the reporting period.
Step 6
Select the email frequency. The Monthly and Weekly options give you different choices for which days of the week or the month for the emails to be sent out.
Step 7
Choose the scheduled time for the report.
Step 8
To edit or delete the scheduled reports, select the Scheduled Reports tab at the top-right corner of the report page.
Step 9
Hover the mouse cursor over the scheduled report, to enable the edit toggle on the right corner.
Step 10
Select the edit button to edit or delete the scheduled report.