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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:


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 have configured these parameters, click on the Schedule button, as shown below:


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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