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  1. Select Reports
  2. Go to the folder the report was copied to
  3. Select Action > Schedule
  4. Enter the required fields:
    1. Report Recipients: the email address the report is to be sent to. Multiple email addresses can be entered
    2. Run as User: this will determine what permissions will be used to run the report
    3. Report Format: options are PDF, HTML or Excel
    4. Frequency:
    5. Frequency Type: options will vary depending on the Frequency selected
    6. Start Date: the first day the report will run based on the frequency options selected
    7. End Date: the last day the report will run based on the frequency options selected
    8. Preferred Start Time: the time the report will be run.  
  5. Click Save

Image Added

Tip

Scheduled reports are run sequentially, for best results we recommend the Preferred Start Time is set outside working hours. 

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