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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 8.1
edited by Isaac Mejia
on 2026/02/19 15:49
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

Summary

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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
Content
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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**.
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**.
33 33  
34 -[[image:scheduled report.png]]
42 +Once saved, you will see the active email schedule displayed on the schedule screen.
43 +((Screenshot: Scheduled email confirmation view))
35 35  
36 -1. Select how often you would like the report sent:
37 - 1. Daily
38 - 1. Weekly
39 - 1. Monthly
40 -
41 -[[image:scheduled report 2.png]]
42 -
43 -1. Enter the recipient email address.
44 -1. Click **Save Changes**.
45 -
46 -Once saved, you will see the active email schedule displayed on the schedule screen.
47 -
48 -[[image:scheduled report 3.png]]
49 -
50 50  The report will now be automatically generated and sent at the selected interval.
51 51  
52 52  ----
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57 57  
58 58  === Pause, Activate, or Delete All Emails ===
59 59  
60 -1. Go to the **Schedule** screen.
61 -1. Click the menu (three dots) in the top-right corner.
62 -1. Select:
63 - 1. Pause
64 - 1. Activate
65 - 1. Delete
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
66 66  
67 -[[image:scheduled report 4.png]]
62 +((Screenshot: Schedule screen menu options))
68 68  
69 69  ----
70 70  
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83 83  
84 84  To turn scheduled reporting on or off:
85 85  
86 -1. Navigate to **Settings**.
87 -1. Select **Automation Settings**.
88 -1. Enable or disable the **Scheduled Reporting** option.
81 +# Navigate to **Settings**.
82 +# Select **Automation Settings**.
83 +# Enable or disable the **Scheduled Reporting** option.
89 89  
90 -[[image:scheduled report 5.png]]
85 +((Screenshot: Automation Settings screen))
91 91  
92 92  You may need administrator permissions to change this setting.
93 93  
scheduled report 2.png
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