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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 7.1
edited by Isaac Mejia
on 2026/02/19 15:37
Change comment: There is no comment for this version
To version 13.1
edited by Isaac Mejia
on 2026/02/19 15:55
Change comment: There is no comment for this version

Summary

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... ... @@ -27,25 +27,20 @@
27 27  
28 28  To set up automatic email delivery:
29 29  
30 -{{panel title="Step 1: Navigate to Reports" borderStyle="solid"}}
31 -Go to the Reports section from the main menu.
32 -{{/panel}}
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 +5. Enter the recipient email address.
40 +6. Click **Save Changes**.
33 33  
34 -# Navigate to **Reports**.
35 -# Open one of the supported reports listed above.
36 -# Click **Schedule Report**.
42 +Once saved, you will see the active email schedule displayed on the schedule screen.
37 37  
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.
49 49  [[image:scheduled report 3.png]]
50 50  
51 51  The report will now be automatically generated and sent at the selected interval.
... ... @@ -58,15 +58,14 @@
58 58  
59 59  === Pause, Activate, or Delete All Emails ===
60 60  
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##
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]]
67 67  
68 -[[image:scheduled report 4.png]]
69 -
70 70  ----
71 71  
72 72  === Edit or Delete an Individual Schedule ===
... ... @@ -84,9 +84,9 @@
84 84  
85 85  To turn scheduled reporting on or off:
86 86  
87 -# Navigate to **Settings**.
88 -# Select **Automation Settings**.
89 -# 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.
90 90  
91 91  [[image:scheduled report 5.png]]
92 92