Schedule New Report

The New Scheduled Report page is used to create new schedules for reports

Schedule a new report as follows:

  1. On the Scheduled Reports tab, click the New icon
  2. From the drop-down list, select the required report or click the Show all reports icon. The new page for scheduling the selected report is displayed.
  3. Select the required filters to scope down the data you want to view. Filters will differ depending on the specific report and will show fields relevant for that report.
  4. Specify a schedule to generate the report in the Schedule Report panel.