Scheduling

You can use this section to manage the reports.

Schedule

You can schedule an export process to push a report to the email IDs in the pre-defined timeline.

Procedure

1. Select the required format (PDF, CSV, XLSX) from the format menu.
2. Select the page size from the menu.
3. Set the orientation to either portrait or landscape.
4. Enter the email ID. Insert commas between multiple email IDs.
5. Enter the start date and start time.
6. Select the export frequency from the menu.
7. Select the language from the menu.
8. Click Save.

You must setup the mail settings to schedule an export to the desired email IDs. To setup the mail settings, see Enabling mail settings.