How to schedule a report?

To schedule a report, click on the Reports tab and select the report you want to run from the available list on the left-hand side of the screen, as shown below:

To change any of the report's parameters, refer to the relevant page(s) in the list below:

• Entity
• Period
• Filters
• Options
• Format

When you have configured these parameters, click on the Schedule button, as shown below:

A new window will open, where you can set the scheduling parameters of the report:

• when you want the report to first run
• how frequently you want the report to run
• how you want the report delivered
• who should receive the report