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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 12.1
edited by Isaac Mejia
on 2026/02/19 15:55
Change comment: There is no comment for this version
To version 1.1
edited by Isaac Mejia
on 2026/02/19 14:37
Change comment: There is no comment for this version

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Title
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1 -Automatic Email Scheduled Reporting
1 +Scheduled Reporting
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1 -WebHome
1 +Main.Feature Release Notes.Feature Release Notes - August
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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 +# 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**.
41 41  
42 -Once saved, you will see the active email schedule displayed on the schedule screen.
42 +Once saved, you will see the active email schedule displayed on the schedule screen.
43 +((Screenshot: Scheduled email confirmation view))
43 43  
44 -[[image:scheduled report 3.png]]
45 -
46 46  The report will now be automatically generated and sent at the selected interval.
47 47  
48 48  ----
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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]]
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
63 63  
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 -1. Navigate to **Settings**.
82 -1. Select **Automation Settings**.
83 -1. Enable or disable the **Scheduled Reporting** option.
81 +# Navigate to **Settings**.
82 +# Select **Automation Settings**.
83 +# Enable or disable the **Scheduled Reporting** option.
84 84  
85 -[[image:scheduled report 5.png]]
85 +((Screenshot: Automation Settings screen))
86 86  
87 87  You may need administrator permissions to change this setting.
88 88  
scheduled report 2.png
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