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<< Click to Display Table of Contents >> You are here: User Settings > Reports > Add a New Report |
1.Click Add New Report.
2.Give your scheduled report a recognizable name (for example, you could include the type of report and its delivery frequency).
3.Choose which report you want to run from the Report Type dropdown:

4.The Report Parameter fields are initially system-generated. Modify the Report Parameter details to suit your requirements.
Note: The Report Type you select impacts the fields that display within Report Parameters. For more information about different report types and their respective parameters, click here.
5.Set the Frequency of the report email. You can choose Daily, Weekly, Monthly or Yearly.
6.Based on your selection in the previous step, choose the time, date, day of the week and any other required values for when you would like the report to be emailed.
7.Click Save.