This is how you schedule a report
In the main menu select your Organisation and go to the Reports section, open a high-level (Request reports) or item-level report (Line item reports):
Select one of the predefined reports, or create your own. Then click on the Clock icon in the upper right-hand corner of the Report screen:
Add a rule name, type in the email address of users you want to send the report to, schedule its sending (use predefined parameters or customise your own) and click on SAVE:
An email with the report attached and containing a link to this report in ApprovalMax will be sent out on the specified date and time.
Please note: Reports are sent based on the Organisation's timezone.
Please note: Reports are not sent retrospectively, i.e. if you set a report on 17th December to be sent every 5th day of the month, you will receive the first one in January.