Procedure
The individual user who wants to receive the report needs to follow the steps below:
- Select Administration > Reports > Reports Views
- Find and select desired report
- Select Email Report Tab
- Set Email Options to Yes
- Set Email the report to me to Yes
- Select the desired Date Range and Refresh Period and Belonging to
- Please set the 'Next Run' to the next time you want the report to run (EX: Nov. 1st, 2018 5:00AM)
- 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