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Last modified by Isaac Mejia on 2026/02/19 15:55
From version 9.1
edited by Isaac Mejia
on 2026/02/19 15:51
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

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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**.
33 - [[image:scheduled report.png]]
30 +# Navigate to **Reports**.
31 +# Open one of the supported reports listed above.
32 +# Click **Schedule Report**.
34 34  
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]]
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**.##
40 40  
41 -1. Enter the recipient email address.
42 -1. Click **Save Changes**.
42 +Once saved, you will see the active email schedule displayed on the schedule screen.
43 +((Screenshot: Scheduled email confirmation view))
43 43  
44 -Once saved, you will see the active email schedule displayed on the schedule screen.
45 -
46 -[[image:scheduled report 3.png]]
47 -
48 48  The report will now be automatically generated and sent at the selected interval.
49 49  
50 50  ----
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55 55  
56 56  === Pause, Activate, or Delete All Emails ===
57 57  
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]]
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##
65 65  
62 +((Screenshot: Schedule screen menu options))
63 +
66 66  ----
67 67  
68 68  === Edit or Delete an Individual Schedule ===
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80 80  
81 81  To turn scheduled reporting on or off:
82 82  
83 -1. Navigate to **Settings**.
84 -1. Select **Automation Settings**.
85 -1. Enable or disable the **Scheduled Reporting** option.
81 +# Navigate to **Settings**.
82 +# Select **Automation Settings**.
83 +# Enable or disable the **Scheduled Reporting** option.
86 86  
87 -[[image:scheduled report 5.png]]
85 +((Screenshot: Automation Settings screen))
88 88  
89 89  You may need administrator permissions to change this setting.
90 90  
scheduled report 2.png
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