Emailing Reports on a Schedule

Any custom reports you make can be saved and sent out to your team.

To Save and Send Your Custom Report, follow these steps:

1. Configure your report in the way that you wish to send it.
2. Click the Save button to display the save dialog.
3. Use the Save dialog to name the report and assign it to a group.
   To save a group to send this report to, select the Create Group checkbox.
   
   
4. Use the New Grouping Group dialog to name your group and select the members the report will be sent to.
   
5. Select the Schedule Toggle switch to choose the time and frequency this report is run and sent.
   
   
6. Select the Email toggle to choose which email addresses this will be sent to.
   
   
7. Use the Attached Files section to choose which format you would like your report to be emailed in.
   
   
   
   
8. Click the Save button to save your report.