- Click on Reports in the top Navigation bar to get to the reports module.
- Click the Report Scheduler Button near the top
- The Scheduler Configuration form will open:
- Name the Schedule
- Choose the report that will be sent
- enter start date and time
- select a repeat cycle (none, weekly, monthly,etc...)
- Add Recipients - these can be Users (must be active/confirmed) selected individually, by group, or by role - or non-users (simply enter email address in box provided.
- Click Save
Recipients will receive the report as an Excel spreadsheet.