Changes for page Automatic Email Scheduled Reporting
Last modified by Isaac Mejia on 2026/02/19 15:55
From version 6.1
edited by Isaac Mejia
on 2026/02/19 15:36
on 2026/02/19 15:36
Change comment:
There is no comment for this version
To version 9.1
edited by Isaac Mejia
on 2026/02/19 15:51
on 2026/02/19 15:51
Change comment:
There is no comment for this version
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... ... @@ -27,21 +27,22 @@ 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]] 33 33 34 -[[image:scheduled report.png]] 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]] 35 35 36 -# Select how often you would like the report sent: 37 -## Daily## 38 -## Weekly## 39 -## Monthly## 40 -[[image:scheduled report 2.png]] 41 -# Enter the recipient email address. 42 -# Click **Save Changes**.## 41 +1. Enter the recipient email address. 42 +1. Click **Save Changes**. 43 43 44 -Once saved, you will see the active email schedule displayed on the schedule screen. 44 +Once saved, you will see the active email schedule displayed on the schedule screen. 45 + 45 45 [[image:scheduled report 3.png]] 46 46 47 47 The report will now be automatically generated and sent at the selected interval. ... ... @@ -54,15 +54,14 @@ 54 54 55 55 === Pause, Activate, or Delete All Emails === 56 56 57 -# Go to the **Schedule** screen. 58 -# Click the menu (three dots) in the top-right corner. 59 -# Select: 60 -## Pause## 61 -## Activate## 62 -## 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]] 63 63 64 -[[image:scheduled report 4.png]] 65 - 66 66 ---- 67 67 68 68 === Edit or Delete an Individual Schedule === ... ... @@ -80,9 +80,9 @@ 80 80 81 81 To turn scheduled reporting on or off: 82 82 83 - #Navigate to **Settings**.84 - #Select **Automation Settings**.85 - #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. 86 86 87 87 [[image:scheduled report 5.png]] 88 88