Schedule Tab

Reports can be scheduled to be sent automatically 

Select ‘Schedule’ from the menu on the left hand side of the page:

The Schedule tab lists all the Schedules created for all Clients and displays the following information/options:


  • Client for whom the Schedule is created
  • Name of the Schedule
  • Scheduled Time
  • Time zone of the Schedule
  • Schedule Type (how often the Schedule will run)
  • Send to (recipients of the Scheduled Report)
  • Actions

Above this table is the option to 'Add New Schedule'