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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 1.2
edited by Isaac Mejia
on 2026/02/19 14:38
Change comment: Update document after refactoring.
To version 9.1
edited by Isaac Mejia
on 2026/02/19 15:51
Change comment: There is no comment for this version

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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**.
33 + [[image:scheduled report.png]]
41 41  
42 -Once saved, you will see the active email schedule displayed on the schedule screen.
43 -((Screenshot: Scheduled email confirmation view))
35 +1. Select how often you would like the report sent:
36 + 1. Daily
37 + 1. Weekly
38 + 1. Monthly
39 + [[image:scheduled report 2.png]]
44 44  
41 +1. Enter the recipient email address.
42 +1. Click **Save Changes**.
43 +
44 +Once saved, you will see the active email schedule displayed on the schedule screen.
45 +
46 +[[image:scheduled report 3.png]]
47 +
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
58 +1. Go to the **Schedule** screen.
59 +1. Click the menu (three dots) in the top-right corner.
60 +1. Select:
61 + 1. Pause
62 + 1. Activate
63 + 1. Delete
64 + [[image:scheduled report 4.png]]
61 61  
62 -((Screenshot: Schedule screen menu options))
63 -
64 64  ----
65 65  
66 66  === Edit or Delete an Individual Schedule ===
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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.
83 +1. Navigate to **Settings**.
84 +1. Select **Automation Settings**.
85 +1. 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  
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