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How To: Save and Schedule a Report

Updated over 6 months ago

Saving and Scheduling

After tailoring your report to your specific needs, additional functions are available beyond exporting the list as a CSV.

  1. Schedule

    1. Receive reports via email on a daily basis at a chosen time, or upon event completion.

  2. Save

    1. Save the Report/Parameters to be easily chosen and viewed at a later date or for future events.

Once saved, they will be found in the 'Reports' drop-down, located just above the filters.


You also can schedule previously created reports in the "List of Reports"

Created reports will all be listed here, clicking on the 'Stopwatch' button will bring up the Scheduling pop-up

You can name the scheduled report and change the frequency it is pulled.

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