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Version 7.1 by Isaac Mejia on 2026/02/19 15:37
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1 = How to Schedule Reports for Automatic Email Delivery =
2
3 == Overview ==
4
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.
8
9 ----
10
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 {{panel title="Step 1: Navigate to Reports" borderStyle="solid"}}
31 Go to the Reports section from the main menu.
32 {{/panel}}
33
34 # Navigate to **Reports**.
35 # Open one of the supported reports listed above.
36 # Click **Schedule Report**.
37
38 [[image:scheduled report.png]]
39
40 # Select how often you would like the report sent:
41 ## Daily##
42 ## Weekly##
43 ## Monthly##
44 [[image:scheduled report 2.png]]
45 # Enter the recipient email address.
46 # Click **Save Changes**.##
47
48 Once saved, you will see the active email schedule displayed on the schedule screen.
49 [[image:scheduled report 3.png]]
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51 The report will now be automatically generated and sent at the selected interval.
52
53 ----
54
55 == Managing Scheduled Reports ==
56
57 You can update, pause, activate, or delete scheduled reports at any time.
58
59 === Pause, Activate, or Delete All Emails ===
60
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##
67
68 [[image:scheduled report 4.png]]
69
70 ----
71
72 === Edit or Delete an Individual Schedule ===
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74 For a specific scheduled email:
75
76 * Click **Edit** to update the frequency or email address.
77 * Click **Delete** to remove that scheduled email.
78
79 ----
80
81 == Enabling or Disabling Scheduled Reporting ==
82
83 If you do not see the scheduling option, the feature may need to be enabled.
84
85 To turn scheduled reporting on or off:
86
87 # Navigate to **Settings**.
88 # Select **Automation Settings**.
89 # Enable or disable the **Scheduled Reporting** option.
90
91 [[image:scheduled report 5.png]]
92
93 You may need administrator permissions to change this setting.
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95 ----
96
97 == Best Practices ==
98
99 * Double-check that the report filters are set correctly before scheduling.
100 * Confirm email addresses to avoid delivery issues.
101 * Choose a frequency that aligns with how often the data changes.
102 * Periodically review active schedules to ensure they’re still needed.
103
104 ----
105
106 == Troubleshooting ==
107
108 === Report Not Received ===
109
110 If a scheduled report doesn’t arrive:
111
112 * Check the recipient’s spam or junk folder.
113 * Confirm the schedule is **Active**.
114 * Verify the email address is correct.
115 * Ensure the report contains data for the selected timeframe.
116
117 If the issue continues, contact your system administrator or support team.
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119 ----
120
121 == Summary ==
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123 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.