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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 7.1
edited by Isaac Mejia
on 2026/02/19 15:37
Change comment: There is no comment for this version

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... ... @@ -27,24 +27,25 @@
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 +{{panel title="Step 1: Navigate to Reports" borderStyle="solid"}}
31 +Go to the Reports section from the main menu.
32 +{{/panel}}
33 33  
34 +# Navigate to **Reports**.
35 +# Open one of the supported reports listed above.
36 +# Click **Schedule Report**.
37 +
34 34  [[image:scheduled report.png]]
35 35  
36 -1. Select how often you would like the report sent:
37 - 1. Daily
38 - 1. Weekly
39 - 1. Monthly
40 -
40 +# Select how often you would like the report sent:
41 +## Daily##
42 +## Weekly##
43 +## Monthly##
41 41  [[image:scheduled report 2.png]]
45 +# Enter the recipient email address.
46 +# Click **Save Changes**.##
42 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 +Once saved, you will see the active email schedule displayed on the schedule screen.
48 48  [[image:scheduled report 3.png]]
49 49  
50 50  The report will now be automatically generated and sent at the selected interval.
... ... @@ -57,12 +57,12 @@
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
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##
66 66  
67 67  [[image:scheduled report 4.png]]
68 68  
... ... @@ -83,9 +83,9 @@
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.
87 +# Navigate to **Settings**.
88 +# Select **Automation Settings**.
89 +# Enable or disable the **Scheduled Reporting** option.
89 89  
90 90  [[image:scheduled report 5.png]]
91 91