To schedule a report, click on the Reports tab and select the report you want to run from the Type list on the left-hand side of the screen, as shown below:
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In the same way as with running a report on demand, you can modify the report's entity, period, filters, options and format before scheduling, by referring to the relevant pages below:
When you are ready to run the report, click on the Schedule button, as shown below:
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A new window will open, where you can set the scheduling parameters of the report:
- when you want the report to first run
- how frequently you want the report to run
- how you want the report delivered
- who should receive the report
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