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Schedule a Report

To schedule a report:

  1. Navigate to the Reports tab
  2. Locate Scheduled reports 
  3. Select the report name from the drop down menu and click Add scheduled report
  4. The Scheduled report options appears
    1. Select the export format
    2. Select how often you wish the report to run. We recommend that large all site reports are scheduled a maximum of once a day and scheduled to run outside of business hours e.g. Midnight
    3. Select the audience or users (or external users) who need to receive that report
  5. Select Save changes

 

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