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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 2.1
edited by Isaac Mejia
on 2026/02/19 14:45
Change comment: There is no comment for this version

Summary

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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}}
33 -
34 34  # Navigate to **Reports**.
35 35  # Open one of the supported reports listed above.
36 -# Click **Schedule Report**.
32 +# Click **Schedule Report**.
37 37  
38 -[[image:scheduled report.png]]
39 -
40 40  # Select how often you would like the report sent:
41 -## Daily##
42 -## Weekly##
43 -## Monthly##
44 -[[image:scheduled report 2.png]]
35 +## Daily
36 +## Weekly
37 +## Monthly
38 +((Screenshot: Frequency selection))
45 45  # Enter the recipient email address.
46 46  # Click **Save Changes**.##
47 47  
48 48  Once saved, you will see the active email schedule displayed on the schedule screen.
49 -[[image:scheduled report 3.png]]
43 +((Screenshot: Scheduled email confirmation view))
50 50  
51 51  The report will now be automatically generated and sent at the selected interval.
52 52  
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61 61  # Go to the **Schedule** screen.
62 62  # Click the menu (three dots) in the top-right corner.
63 63  # Select:
64 -## Pause##
65 -## Activate##
58 +## Pause
59 +## Activate
66 66  ## Delete##
67 67  
68 -[[image:scheduled report 4.png]]
62 +((Screenshot: Schedule screen menu options))
69 69  
70 70  ----
71 71  
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88 88  # Select **Automation Settings**.
89 89  # Enable or disable the **Scheduled Reporting** option.
90 90  
91 -[[image:scheduled report 5.png]]
85 +((Screenshot: Automation Settings screen))
92 92  
93 93  You may need administrator permissions to change this setting.
94 94  
scheduled report 2.png
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