Automating Reports

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
  • Choose when you want the report to run
    • Daily
    • Weekly
    • On a specific date
    • Monthly by date
    • Yearly
    • 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

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽