To create a scheduler

Important: You can create only one schedule per report.

  1. Navigate to Reports.
    The Reports Dashboard appears.
  2. Search and open the report.
    The report opens in a new tab.

3.Click the email icon.
The email options appear.

4. In the Scheduler section, enter the following details:
- Active: Turn on this switch to enable the scheduler.
Important: If anytime, you want to stop the scheduler, you must turn off this switch. Moreover, when you want to start receiving the emails again, you can turn on this switch.
- View: Select the view of the report that you want to email.
- Frequency: Select the regular intervals at which you want to receive the email. You can select one of the following options: Daily, Weekly, Monthly.

For the Weekly option, select a day in the week.

For the Monthly option, select a date.

- Time: Select the time when you want to receive the email.

5. Click Save Schedule.
The email scheduler is active.

See Also

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