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Version 2.1 by Isaac Mejia on 2026/02/19 14:45
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1 = How to Schedule Reports for Automatic Email Delivery =
2
3 == Overview ==
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5 Scheduled reporting allows you to automatically send selected reports to specific email addresses at set intervals — without needing to log into the system each time.
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7 This is ideal for keeping clients, stakeholders, or team members informed with up-to-date data delivered straight to their inbox on a daily, weekly, or monthly basis.
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9 ----
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11 == Reports That Support Scheduled Emails ==
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13 You can set up automatic scheduling for the following reports:
14
15 * Active Members by Program
16 * Automatic Renewals
17 * Invoice and Payments
18 * New Members
19 * Outstanding Invoices
20 * Payments by Type
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22 If you don’t see a **Schedule Report** option, the report may not currently support scheduling.
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24 ----
25
26 == How to Create a Scheduled Report ==
27
28 To set up automatic email delivery:
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30 # Navigate to **Reports**.
31 # Open one of the supported reports listed above.
32 # Click **Schedule Report**.
33
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**.##
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42 Once saved, you will see the active email schedule displayed on the schedule screen.
43 ((Screenshot: Scheduled email confirmation view))
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45 The report will now be automatically generated and sent at the selected interval.
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47 ----
48
49 == Managing Scheduled Reports ==
50
51 You can update, pause, activate, or delete scheduled reports at any time.
52
53 === Pause, Activate, or Delete All Emails ===
54
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##
61
62 ((Screenshot: Schedule screen menu options))
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64 ----
65
66 === Edit or Delete an Individual Schedule ===
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68 For a specific scheduled email:
69
70 * Click **Edit** to update the frequency or email address.
71 * Click **Delete** to remove that scheduled email.
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73 ----
74
75 == Enabling or Disabling Scheduled Reporting ==
76
77 If you do not see the scheduling option, the feature may need to be enabled.
78
79 To turn scheduled reporting on or off:
80
81 # Navigate to **Settings**.
82 # Select **Automation Settings**.
83 # Enable or disable the **Scheduled Reporting** option.
84
85 ((Screenshot: Automation Settings screen))
86
87 You may need administrator permissions to change this setting.
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89 ----
90
91 == Best Practices ==
92
93 * Double-check that the report filters are set correctly before scheduling.
94 * Confirm email addresses to avoid delivery issues.
95 * Choose a frequency that aligns with how often the data changes.
96 * Periodically review active schedules to ensure they’re still needed.
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98 ----
99
100 == Troubleshooting ==
101
102 === Report Not Received ===
103
104 If a scheduled report doesn’t arrive:
105
106 * Check the recipient’s spam or junk folder.
107 * Confirm the schedule is **Active**.
108 * Verify the email address is correct.
109 * Ensure the report contains data for the selected timeframe.
110
111 If the issue continues, contact your system administrator or support team.
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113 ----
114
115 == Summary ==
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117 Scheduled reporting helps you automatically share key business data without manual effort. Once set up, supported reports are delivered by email at the frequency you choose.