Scheduling and Sharing Reports
Learn how to Run, Schedule, and Set Up a Recurring Schedule for your reports.
- Click the Reporting Icon at the top of your screen
- Choose Generate Reports
- Select the report you'd like to run
- Set your parameters below (i.e. timeframe, persons, business line)
- Click the green Run button to run the report now
- Turn on the Schedule button to select a specific date for the report to run in the future
- Turn on the Schedule button to set a recurring timeframe for the report to run
- Choose who can view the report - you or your team
- Pick up your reports in the 'My Reports' folder under the folder icon at the top of the screen
- Use the filters to select which reports you'd like to see
