Schedule Reports

To schedule a report, follow the steps below.

  1. Go to Web App > Reports.

    The Reports page appears.

  2. Click the Schedule My Reports button located on top of the page beside the search bar.
    Schedule Reports 1

    The Schedule Reports page appears.

  3. Select the checkboxes for the required reports which you want to schedule on a daily/weekly/monthly basis.
    Schedule Reports 2
  4. Under the Report Type column, select the report format.
    Schedule Reports 3
  5. Click the email Email Icon icon under Email Id column.
    Schedule Reports 5
    You will receive the selected reports over Email in the selected format.
  6. In the Email Id textbox, enter the email ids to which you want to send the report.
    Schedule Reports 6
  7. Click OK.
  8. Click Save.