Set up scheduled reports with these steps:
Access Scheduled Reports
After logging in, click on Reports in the sidebar menu and navigate to the Scheduled Reports tab.
Start a New Scheduled Report
Click New to begin setting up a new scheduled report.
Select and Define the Report
In the Select Report section, choose the report you want to schedule.
Enter the report’s name, description, and preferred format.
If you want to disable this report later, simply uncheck the Enabled option.
Set Report Parameters
In the Parameters section, enter the filters and details needed to customize your report.
Define the Scheduling Period
Under the Scheduling section, specify the time periods to be included in the report.
Select the dates when the report should be generated.
Choose Report Recipients
In the Recipients section, select the users who should receive the report.
Review and Finalize the Report
If you need to modify any section, click Previous to go back and adjust the details.
Once all necessary details are entered, click Finish to save the scheduled report. It will now appear in your list of scheduled reports.
