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    How to schedule a report to be sent to you automatically by email

    Any report in the system can be generated and automatically emailed to you or a staff member on a daily, weekly or monthly basis.

    Step-by-step guide


    1. Go to Manager > Reports 

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

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

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

    5. Click Schedule again when you are happy with your selection.

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