Scheduling Reports

You can schedule a report to be delivered via email for the following tabs:

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Scheduling Reports

At the top of the menu in header is an 'Export' dropdown. Select 'Send Report'. You will then see a pop-up.

Enter a Report Name that describes your report and will help you recall what content is in the report (e.g. Bank of America Event Count Monthly Report).

Select the desired recipient(s) from the dropdown list. You can select as many recipients as desired.

Select the desired delivery option: 'Now' will send the report immediately, 'One Time' will send the report on the selected date, 'Weekly' will send the report each week on the selected day, and 'Monthly' will send the report each month on the selected day.

Select the desired Report Date Filter: 'Current year filters' will include data according to the date selections in your global filters, 'Last 1 year + current YTD' will include data for the last year and the current year to date (e.g. in March 2018, this report will include data for 2017 and 2018 thus far), 'Last 2 years + current YTD' will include the last 2 years and the current year to date (e.g. in March 2018, this report will include data for 2016, 2017, and 2018 thus far), and 'Last 3 years + current YTD' will include the last 3 years and the current year to date (e.g. in March 2018, this report will include data for 2015, 2016, 2017, and 2018 thus far).

Select the desired report format: PDF or Excel.

Then click 'Schedule'.