Schedule a Report to be Emailed

Scheduling reports from the Communication Center is useful because it automates the delivery process, ensuring that end users receive timely and consistent information without manual intervention. It allows you to define frequency, format (PDF or Excel), and recipient groups, reducing errors and saving significant time compared to ad-hoc distribution. To schedule a report for distribution, complete these steps: Pin the Report you want to send to the end user group Access the Report Scheduler: Administration > Report Scheduler > Event Calendar Filter the calendar and execute Click the green plus sign in the upper right corner to add an event Fill out the parameters of the report Save Review the calendar