Scheduled Reports

Article Contents: This article contains information about scheduling reports in the system. Scheduled Reports allow reports to run automatically at a defined frequency such as daily, weekly, monthly, or yearly.

Step-By-Step:

Step 1: Navigate to System Setup > Scheduled Reports.

Step 2: Click NEW to create a new scheduled report.

Provide all required details and customization such as description, date range, frequency, time, templates, companies, and recipients:

Step 3: Click Save & Close.

Reports will now run automatically based on the selected frequency and criteria.

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