To schedule a report:
- Only favorite reports can be scheduled. If necessary, generate a report and mark it as a favorite: in the top right corner, click the cog wheel icon () and choose Save as Favorite. You are prompted to provide a name for the favorite: the report will appear on the left panel in the list under Favourites reports.
- In the Reports Section, click Schedule List.
- Click Add a Report Schedule.
- Enter a Description for the scheduled report.
- Choose the Frequency (every x months, every week on a specific weekday) at which the report should be scheduled.
- Enter the email address to which the report should be sent (Sent to).
- From the Choose a Report list, choose the report to be produced on a schedule (list includes all reports marked as favorites).
- Click Save.