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Reporting: Scheduling
Updated over a week ago

Download PDF ScheduleaReport.pdf


2. Click "Dashboards"

3. Select the dashboard you need.

4. Click "Actions"

5. Click "Schedule"

6. Select the cadence of the scheduled report.

7. Select Recipients of the report. There can be more than one recipients.

8. Select the schedule start date for the report.

9. Choose if you want the report to be a CSV or Excel.

10. Click "Schedule."

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