Schedule Reports

Role Admin

Steps to Schedule Reports:

  1. Select "Create Scheduled Report" from the Reports menu.

  2. Enter the Report Title in the designated field.

  3. Select the report type from the list.
  4. Choose the Report Segment
  5. Choose the date range (daily/weekly/monthly/custom).
  6. Select the report segment.
  7. Define the report data range.
  8. Choose the occurrence type and range.
  9. Select recipients and click "Save."
  10.  Choose whether to activate it or not.