Scheduling reports



  1. Click Reports, Report Pack Manager, and then New.
  2. Click + Report, select the reports to include and click Add {n} Report(s).
  3. Click + Page, select your custom page and click Add {n} Custom Page(s).
  4. In the left hand pane, order the reports and custom pages.
  5. Click Recipients, select the people who you want to receive the report pack and click Update.
  6. Click Delivery Times, select the frequency that you want and click Update.
  7. If you want to use a specific email template, click Email Message and choose the template to use and click Update.
  8. Enter a SCHEDULED REPORT PACK NAME and click Save.