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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 1.1
edited by Isaac Mejia
on 2026/02/19 14:37
Change comment: There is no comment for this version
To version 4.1
edited by Isaac Mejia
on 2026/02/19 15:35
Change comment: There is no comment for this version

Summary

Details

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Title
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1 -Scheduled Reporting
1 +Automatic Email Scheduled Reporting
Parent
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1 -Main.Feature Release Notes.Feature Release Notes - August
1 +WebHome
Content
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29 29  
30 30  # Navigate to **Reports**.
31 31  # Open one of the supported reports listed above.
32 -# Click **Schedule Report**.
33 -((Screenshot: Schedule Report button))
32 +# Click **Schedule Report**.
33 +
34 +[[image:scheduled report.png]]
35 +
34 34  # Select how often you would like the report sent:
35 -## Daily
36 -## Weekly
37 -## Monthly
38 -((Screenshot: Frequency selection))
37 +## Daily##
38 +## Weekly##
39 +## Monthly##
40 +[[image:scheduled report 2.png]]
39 39  # Enter the recipient email address.
40 -# Click **Save Changes**.
42 +# Click **Save Changes**.##
41 41  
42 42  Once saved, you will see the active email schedule displayed on the schedule screen.
43 -((Screenshot: Scheduled email confirmation view))
45 +[[image:scheduled report 3.png]]
44 44  
45 45  The report will now be automatically generated and sent at the selected interval.
46 46  
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55 55  # Go to the **Schedule** screen.
56 56  # Click the menu (three dots) in the top-right corner.
57 57  # Select:
58 -## Pause
59 -## Activate
60 -## Delete
60 +## Pause##
61 +Activate
62 +## Delete##
61 61  
62 -((Screenshot: Schedule screen menu options))
64 +[[image:scheduled report 4.png]]
63 63  
64 64  ----
65 65  
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82 82  # Select **Automation Settings**.
83 83  # Enable or disable the **Scheduled Reporting** option.
84 84  
85 -((Screenshot: Automation Settings screen))
87 +[[image:scheduled report 5.png]]
86 86  
87 87  You may need administrator permissions to change this setting.
88 88  
scheduled report 2.png
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