15. Schedule
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Overview
Schedule
Schedule - Do you know how to Schedule a report to automatically email on a set date or dates?
So first thing we need to do is go into our 'Utilities', 'Preferences' and then select the 'Utilities' preferences and ensure that 'Enable Schedule Reports' has been ticked. 'Save' the new settings and then go into your reports selector and all the 'Lists'/'Reports' in red will allow you to 'Schedule' them. So once clicked on your report, the 'Schedule' button at the bottom of the report selector will highlight and be able to be clicked. Once clicked on 'Schedule' a new screen will open where you can proceed to fill out all the necessary information regards to when and who you want this report to be automatically scheduled to.