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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 2.1
edited by Isaac Mejia
on 2026/02/19 14:45
Change comment: There is no comment for this version
To version 10.1
edited by Isaac Mejia
on 2026/02/19 15:53
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**.
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**.
33 33  
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**.##
42 +Once saved, you will see the active email schedule displayed on the schedule screen.
41 41  
42 -Once saved, you will see the active email schedule displayed on the schedule screen.
43 -((Screenshot: Scheduled email confirmation view))
44 +[[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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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##
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 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.
81 +1. Navigate to **Settings**.
82 +1. Select **Automation Settings**.
83 +1. Enable or disable the **Scheduled Reporting** option.
84 84  
85 -((Screenshot: Automation Settings screen))
85 +[[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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