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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 8.1
edited by Isaac Mejia
on 2026/02/19 15:49
Change comment: There is no comment for this version

Summary

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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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27 27  
28 28  To set up automatic email delivery:
29 29  
30 -# Navigate to **Reports**.
31 -# Open one of the supported reports listed above.
32 -# Click **Schedule Report**.
33 -((Screenshot: Schedule Report button))
34 -# Select how often you would like the report sent:
35 -## Daily
36 -## Weekly
37 -## Monthly
38 -((Screenshot: Frequency selection))
39 -# Enter the recipient email address.
40 -# Click **Save Changes**.
30 +1. Navigate to **Reports**.
31 +1. Open one of the supported reports listed above.
32 +1. Click **Schedule Report**.
41 41  
42 -Once saved, you will see the active email schedule displayed on the schedule screen.
43 -((Screenshot: Scheduled email confirmation view))
34 +[[image:scheduled report.png]]
44 44  
36 +1. Select how often you would like the report sent:
37 + 1. Daily
38 + 1. Weekly
39 + 1. Monthly
40 +
41 +[[image:scheduled report 2.png]]
42 +
43 +1. Enter the recipient email address.
44 +1. Click **Save Changes**.
45 +
46 +Once saved, you will see the active email schedule displayed on the schedule screen.
47 +
48 +[[image:scheduled report 3.png]]
49 +
45 45  The report will now be automatically generated and sent at the selected interval.
46 46  
47 47  ----
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52 52  
53 53  === Pause, Activate, or Delete All Emails ===
54 54  
55 -# Go to the **Schedule** screen.
56 -# Click the menu (three dots) in the top-right corner.
57 -# Select:
58 -## Pause
59 -## Activate
60 -## Delete
60 +1. Go to the **Schedule** screen.
61 +1. Click the menu (three dots) in the top-right corner.
62 +1. Select:
63 + 1. Pause
64 + 1. Activate
65 + 1. Delete
61 61  
62 -((Screenshot: Schedule screen menu options))
67 +[[image:scheduled report 4.png]]
63 63  
64 64  ----
65 65  
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78 78  
79 79  To turn scheduled reporting on or off:
80 80  
81 -# Navigate to **Settings**.
82 -# Select **Automation Settings**.
83 -# Enable or disable the **Scheduled Reporting** option.
86 +1. Navigate to **Settings**.
87 +1. Select **Automation Settings**.
88 +1. Enable or disable the **Scheduled Reporting** option.
84 84  
85 -((Screenshot: Automation Settings screen))
90 +[[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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