- To schedule reports – Navigate to reports and choose the report to be scheduled.
- At the bottom right corner, select the icon to schedule the reports.
- Name the schedule, select the start date for report sending, specify the time of sending.
- In the recipient subtab, designate the primary recipient and indicate any additional recipients for report copies.
- On the message subtab – the subject of the mail, the text of the mail and the format in which the report is send to the recipient can be chosen.
- The reports once scheduled can be viewed and edited using the navigation – reports > scheduled reports > report schedules