Frequently Asked Question

How do I automated a report for regular email delivery?
Last Updated 6 years ago

Towards the Top Right hand side of each report, there is a “Subscribe Button”.

By clicking on “Subscribe Button” you will be able to automate the report that you are currently viewing. Any filters that you may have selected within the report, prior to clicking on the “Subscribe Button” will be remembered in the automated report. Once you have clicked on the “Subscribe Button”, you will have the option of naming the report, selecting when the report must be sent who must receive the report.

After you have set up the report, click on the “Subscribe” button.

Should you already have existing report subscription, click on the "Add to Existing Subscription" button and you will only receive one excel sheet and one email containing all your subscriptions.

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