See a video of how to do this here.
Create a New Report Schedule
Click Reports in the left-hand navigation.
Click the Scheduled Reports tab at the top of the screen.
Click the blue + New Schedule button.
Choose What to Send
Select whether you’re sending an individual report or a report packet.
Choose a file format: PDF, CSV, or both.
Click the drop-down arrow under Report Type and select the report or reports to include.
Set the date range the report should cover.
Choose When to Send
Select how often the report should run:
Daily
Weekly
Monthly
Quarterly
Annually
Select the day the report should run.
Select the time of day the report should go out.
Choose Who Receives the Report
You can email the report, save a copy to your Documents, or do both.
To email the report:
Click into the Send To field.
Add recipients in any of these ways:
Select by member tags
Type a name or email address
Scroll through your member list and click a recipient
Add as many recipients as you need.
To save a copy to your Documents:
Toggle on the option to save to Documents.
Use the drop-down menu to choose the folder/subfolder where the report should be saved.
Save the Schedule
Click Save Schedule.
Review the schedule overview. It shows:
How often the report runs
When the next run is scheduled
The date range the report covers
The delivery format
Who the report is sent to
Edit, Pause, or Delete a Schedule
Go to Reports > Scheduled Reports.
Click the three-dot action menu next to the schedule.
Select Edit, Pause, or Delete.
