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How to Auto-schedule Reports?
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Reports can be scheduled using different export management types as follows, In order to schedule a report first choose the type of export management.

Follow the steps below in order to schedule reports using email.

Go to Administration >> Export management  OR  Export Management option from the home page as shown below.

Click on  Export Management

Click on ADD (+)  icon on the top left corner

 

Click on Email- Enter the  desired email id, for example for you ref -abc@xyz.com, def@xyz.com, abcd@xyz.com, and click on Save

Note: Multiple email addresses can be added by separating it with commas.

Once Export Management is set, you can schedule the reports as follows,

Go to Administration >> View Reports  OR  View Reports option from the home page and then click on schedule icon as shown bellow,

Click on ADD (+)  icon on the top left corner

Next Schedule the report by filling the details as shown in image.

* Select the format for report like csv, xslx, pdf

* Select report output details as Email 

* Next click on Schedule Tab 

* Select the schedule date and time, check Repeat if you want to repeat it, and pass the repeat interval

Next click on Parameters Tab and select the appropriate parameters and save

 

 

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