Some reports can be scheduled so that they are automatically generated and sent to your emails every certain amount of time you need.
👤Available for:
Company accounts: Admin users.
To set up your automated reports:
Go to the
'Reports' module.Click the 'Configuration' button in the top-right corner.
Look for the report you want to schedule and click 'Edit' on the right side.
Set the status to 'Enabled' and pick a 'Start at' date to decide when you want the first report to be sent.
In the Period for field, enter how many days of data you want each report to cover (for example, the last 90 days).
Use the Repeat every section to decide how often you want to receive the report.
Choose when the schedule Finishes:
"Never" to keep receiving reports indefinitely.
Or, click below to pick a specific date to stop the schedule automatically.
Select your preferred file format for the report — PDF or Excel.
Enter the email addresses where you want the report to be sent.
Change any other configuration options to match your needs.
Click the 'Save changes' button at the bottom.