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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 11.1
edited by Isaac Mejia
on 2026/02/19 15:55
Change comment: There is no comment for this version
To version 7.1
edited by Isaac Mejia
on 2026/02/19 15:37
Change comment: There is no comment for this version

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... ... @@ -27,20 +27,25 @@
27 27  
28 28  To set up automatic email delivery:
29 29  
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]]
34 -1. Select how often you would like the report sent:
35 - * Daily
36 - * Weekly
37 - * Monthly
38 - [[image:scheduled report 2.png]]
39 -1. Enter the recipient email address.
40 -1. Click **Save Changes**.
30 +{{panel title="Step 1: Navigate to Reports" borderStyle="solid"}}
31 +Go to the Reports section from the main menu.
32 +{{/panel}}
41 41  
42 -Once saved, you will see the active email schedule displayed on the schedule screen.
34 +# Navigate to **Reports**.
35 +# Open one of the supported reports listed above.
36 +# Click **Schedule Report**.
43 43  
38 +[[image:scheduled report.png]]
39 +
40 +# Select how often you would like the report sent:
41 +## Daily##
42 +## Weekly##
43 +## Monthly##
44 +[[image:scheduled report 2.png]]
45 +# Enter the recipient email address.
46 +# Click **Save Changes**.##
47 +
48 +Once saved, you will see the active email schedule displayed on the schedule screen.
44 44  [[image:scheduled report 3.png]]
45 45  
46 46  The report will now be automatically generated and sent at the selected interval.
... ... @@ -53,14 +53,15 @@
53 53  
54 54  === Pause, Activate, or Delete All Emails ===
55 55  
56 -1. Go to the **Schedule** screen.
57 -1. Click the menu (three dots) in the top-right corner.
58 -1. Select:
59 - 1. Pause
60 - 1. Activate
61 - 1. Delete
62 - [[image:scheduled report 4.png]]
61 +# Go to the **Schedule** screen.
62 +# Click the menu (three dots) in the top-right corner.
63 +# Select:
64 +## Pause##
65 +## Activate##
66 +## Delete##
63 63  
68 +[[image:scheduled report 4.png]]
69 +
64 64  ----
65 65  
66 66  === Edit or Delete an Individual Schedule ===
... ... @@ -78,9 +78,9 @@
78 78  
79 79  To turn scheduled reporting on or off:
80 80  
81 -1. Navigate to **Settings**.
82 -1. Select **Automation Settings**.
83 -1. Enable or disable the **Scheduled Reporting** option.
87 +# Navigate to **Settings**.
88 +# Select **Automation Settings**.
89 +# Enable or disable the **Scheduled Reporting** option.
84 84  
85 85  [[image:scheduled report 5.png]]
86 86