To create a scheduler
Important: You can create only one schedule per report.
- Navigate to Reports.
The Reports Dashboard appears.
- 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.