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How to set up a report to be emailed out to one user

Updated 

Procedure

The individual user who wants to receive the report needs to follow the steps below:

  1. Select Administration > Reports > Reports Views
  2. Find and select desired report
  3. Select Email Report Tab
  4. Set Email Options to Yes
  5. Set Email the report to me to Yes
  6. Select the desired Date Range and Refresh Period and Belonging to
  7. Please set the 'Next Run' to the next time you want the report to run (EX: Nov. 1st, 2018 5:00AM)
  8. Select Save

Additional Notes

  • Step 7 will need to be repeated for every individual user that needs to receive this report
  • Group recipients list and Individual recipients are also optional under the "Email report" tab