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Version 3.1 by Isaac Mejia on 2026/02/19 15:33
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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 [[image:scheduled report.png]]
35
36 # Select how often you would like the report sent:
37 ## Daily##
38 Weekly
39 ## Monthly
40 [[image:scheduled report 2.png]]
41 # Enter the recipient email address.
42 # Click **Save Changes**.##
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44 Once saved, you will see the active email schedule displayed on the schedule screen.
45 [[image:scheduled report 3.png]]
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47 The report will now be automatically generated and sent at the selected interval.
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49 ----
50
51 == Managing Scheduled Reports ==
52
53 You can update, pause, activate, or delete scheduled reports at any time.
54
55 === Pause, Activate, or Delete All Emails ===
56
57 # Go to the **Schedule** screen.
58 # Click the menu (three dots) in the top-right corner.
59 # Select:
60 ## Pause##
61 Activate
62 ## Delete##
63
64 [[image:scheduled report 4.png]]
65
66 ----
67
68 === Edit or Delete an Individual Schedule ===
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70 For a specific scheduled email:
71
72 * Click **Edit** to update the frequency or email address.
73 * Click **Delete** to remove that scheduled email.
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75 ----
76
77 == Enabling or Disabling Scheduled Reporting ==
78
79 If you do not see the scheduling option, the feature may need to be enabled.
80
81 To turn scheduled reporting on or off:
82
83 # Navigate to **Settings**.
84 # Select **Automation Settings**.
85 # Enable or disable the **Scheduled Reporting** option.
86
87 [[image:scheduled report 5.png]]
88
89 You may need administrator permissions to change this setting.
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91 ----
92
93 == Best Practices ==
94
95 * Double-check that the report filters are set correctly before scheduling.
96 * Confirm email addresses to avoid delivery issues.
97 * Choose a frequency that aligns with how often the data changes.
98 * Periodically review active schedules to ensure they’re still needed.
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100 ----
101
102 == Troubleshooting ==
103
104 === Report Not Received ===
105
106 If a scheduled report doesn’t arrive:
107
108 * Check the recipient’s spam or junk folder.
109 * Confirm the schedule is **Active**.
110 * Verify the email address is correct.
111 * Ensure the report contains data for the selected timeframe.
112
113 If the issue continues, contact your system administrator or support team.
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115 ----
116
117 == Summary ==
118
119 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.