Schedule a Report to send automatically

You can automatically send reports by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment (XLS format).

To setup report scheduler

Go the the Reports module
Click Scheduled Reports from the folders area on the left hand panel
On the Scheduled Reports page, Click on the New Report Scheduler button.
In the New Scheduled Reports page, enter the following:
1. Select a report (note, the report must have been created in a previous step. Refer here for creating reports)
2. Define the date and time and repeat schedule that the report should be sent on
3. Define the recipient (note, at least one recipient must be a system user. You can add non System Users in the Additional Recipient area)
Click Schedule.