How to schedule a report

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:

Before scheduling the report you can configure its parameters, such as entity, period, filters, options and format. For detailed information, refer 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