Scheduled Reports
Generate your report by selecting the people and time period for the report.
Step 1
Click on ‘Schedule report’ on the Reports tab. Here you can see the list of previously scheduled reports and create new ones by clicking on the ‘+Schedule report’ button.
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Step 2
Choose the report type and view.
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Step 3
Choose users or teams.
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Step 4
Select the reporting period.
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Step 5
Select the time zone to use for the report.
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Step 6
Select the format of your report.
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Step 7
Choose the time to schedule the report for and click on SAVE. Note that the report is created using the organization’s time zone.
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Step 8
To edit scheduled reports, hover the mouse cursor over the scheduled report to enable the edit toggle in the right corner.
Step 9
To delete a scheduled report, check the box next to it and click on the Delete link that appears at the bottom of the page.
