You can email Reports to any User - including yourself - as frequently as you wish.

This is possible for both Tables and Charts.

  • First click “Share Report” at the top of the Report Preview page. 
  • Input a Report Title and Summary. This is specific to the overall collection of Reports which you are sending, and does not override individual Report Titles and Introductory Notes. Report Title and Summary will be shown on the email that contains the link to the Report.
  • Choose as many recipients as you wish from the list of your system users. 
  • Select the frequency with which to send the Report and the date/time you want the report to start/stop sending.
  • Finally, click “Save” to set up the sharing. 

In the email will be a link to take the User to the Report Preview from which they can edit and/or download the Report. 

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