Automating ReportsLast Updated: June 13, 2018
If you're looking to receive scheduled emailed reports, the you can follow the steps below.
From the Reporting Module-select Report:
- Click "Customize"
- Click the checkbox next to Schedule Reports
- On a specific date
- Monthly by date
- Time: Choose the time of day you want to receive the report - this is in 24 hour format
- Select Recipients: choose which recipient from the existing users of your RepBox
- Send to specific email: input additional email addresses that you want to send the report to separated by a comma (no space)
- Click Next
- Click Generate Report
- Click Save
Choose when you want the report to run