Scheduled reports can be set to automatically send to the relevant team members via email, keeping them informed and ensuring that no one misses important information.
How to schedule a report
Head over to the reporting portal.
Select the required report type.
Select the desired date range, apply the relevant filters and click 'Run'.
Click on the 3-dot menu and choose Schedule Excel Report / Schedule.
Name the scheduled report.
Select the suitable frequency and time.
Add an email subject if needed.
Enable the report attachment if required. This allows recipients to view the report directly without having to log into Logit, provided the report size is under 10 MB.
Add email addresses, separating them with commas.
Click Save.
The report will now remember the time scale applied from the date range and repeat according to the schedule.
Your scheduled report summary is available in Schedule Reports.
How to edit a scheduled report
Go to Schedule Reports in the reporting portal.
Select the report and edit it.
You can update the title, frequency, send time, and email settings as needed.
Click Save.
Did you know...?
You can find the past exported reports in Previous Reports.
Historic reports are stored for one year.
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