How do I schedule a report to be sent to me automatically by email

This article will outline how reports can be scheduled to send to you and/or your staff daily/weekly/monthly.

Go to Manager > Reports > Additional Reports

Select the report you wish to have sent automatically to your email by highlighting it, and then press the schedule button as shown below


Enter the email address you wish to send it to, and select the Frequency you wish to receive it - daily, weekly, or monthly.

If you select weekly, you will need to specify which day you wish to receive it. The report will be generated for the previous week up to that day.

Click Schedule again when you are happy with your selection.

Note: Filters applied to a report before scheduling will be applied to the scheduled report. For example, if you filter a staff report, it only shows information relevant to the staff member being sent.

If you ever need to stop/delete a scheduled report, click here for a guide on how to do that.

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