Scheduled Automated Reporting sent by email

Within your reports page, you have the ability to set up Saved reports to be emailed on a daily, weekly, monthly, or yearly frequency.

Here are the steps for setting these up.

Click on Menu> Reports, then Automated Reports

Click on +Add New

Enter the Name, choose your Frequency and Report Period, then click Activate and Save.

Now the reports will be generated and delivered to your email on the desired frequency.

The scheduled reports will send out by email as follows:

Here is a quick video to walk you through how to set up your first report.