Management reporting and documentation
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JP Philip
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Schedule Reports

Post by JP Philip »

Hi,
Am I missing something simple. I am trying to schedule a report to be emailed out every week, but can’t seem to do it. I can generate the report and save it as PDF.

Regards,
JP
Vitaliy S.
VP, Product Management
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Full Name: Vitaliy Safarov
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Re: Schedule Reports

Post by Vitaliy S. »

Hi JP,

To schedule the report, you should first save it and then use scheduling button on the Actions pane (on the right) to configure automatic report delivery rules. For further details please see our User Guide (page 126).

Thanks!
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