In order to have reports sent to your email as a Scheduled Report, you first need to create a Saved Report.

To create a Saved Report, create a report by clicking on the "New Report" button.

Then select the type of report that you would like to create.

Once you have added all the fields you would like to your report, click on the "Save As" button.

Name the report, and click "Save."

Your saved report's name should appear at the top of the report.

Now, to create the scheduled report, scroll down to the "Deliver to" section. Once there, click on the "Add Schedule" button on the far right-hand side of the section.

This will allow you to create a Delivery Schedule, and you can have your reports sent to you Daily, Weekly on a specific day of the week, or Monthly on a specific day.

Then you can add email addresses to send the Scheduled Reports to by clicking the "Add" button for the "Deliver To" section.

Once you have added all the email address you would like to send the reports to, click "Save." Your delivery schedule will now appear in the "Deliver to" section.

You can edit the schedule at any point in time.

If you need assistance in creating a scheduled report, please email enterprise-support@givegab.com.
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