Reporting
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      2. Administrators
      3. Reporting

      Scheduling a Custom Report

      Set up your report to run automatically and be delivered by email on a recurring timetable.

      After creating a custom report...

      Steps Overview

      1. Enable Scheduling
      2. Set Frequency & Start Time
      3. Add Recipients
      4. Adjust Delivery Options
      5. Save Your Schedule
      6. Video Demonstration

      1. Enable Scheduling
      • Open your custom report and click the Schedule tab.
      • Toggle Enable scheduling for this report to On.

      2. Set Frequency & Start Time
      • Frequency: enter a number and choose Days, Weeks, or Months.
      • From: pick the date for the first automated run.
      • Start Time: select the hour (e.g. 09:00) when the report should be generated.
      3. Add Recipients
      • In Recipients, type each email address and press Enter (up to 25 addresses).
      • These users will receive a download link by email.

      4. Adjust Delivery Options
      • Switch to the Properties tab if you have external recipients.
      • Uncheck Login required to download the report so they can access it without logging in.
      • Note: Links expire 30 days after sending.

      5. Save Your Schedule
      • Click Save Changes at the bottom of the page.
      • Your report will now run and email its download link according to your schedule.

      6. Video Demonstration: