Automatic Reports
Easily schedule automatic reports to be emailed through on a daily, weekly, or monthly basis.
Types of Reports Available
All reports can be set to automatically run on a daily, weekly or monthly schedule with the final PDF being emailed to you.
How to Schedule Automatic Reports
1. Open the Reports Dashboard
Click on 'Tools' in the top right, then click 'Reports'. This opens the reporting dashboard.
2. Select your Report Type
Use the dropdown to select the type of report you want to generate. Over 20 different reports available.
3. Set the Date Period
Set the date period to analyse for the report. This can be chosen down to the specific time.
4. Set the Schedule
Select whether you want this report to run automatically on a set schedule or not.
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