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Can reports be scheduled for future dates?

Yes they can! First, you'll need to create a report. Once you're on the last step (the step where the options to Preview or Download the report are available), click on the Calendar button.

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Now, you'll be able to choose how frequently the report is sent out, as well as who will receive it.

A few things to note:

  • Only Admins or Managers can be set to receive the emails.
  • Users must have Email Notifications enabled.
  • Monthly reports that are set to a day that does not exist in the month will be sent on the last possible day (for example, a report scheduled to go out on the 31st of each month will be sent out on November 30th since there are only 30 days in the month).
  • Reports are sent out at 7:00 AM EST on the day they are scheduled to be sent.

Once satisfied with your settings, hit Schedule to activate them.

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You can easily view all of your scheduled reports by clicking on Reporting, then on Scheduled Reports. If you want to delete a report to prevent it from being sent again, just click on the trash icon.

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You can also pull up the report history by clicking on the History button. Clicking on X time(s) will pull up a window where you can see every report that was sent, the day and time they were sent on, as well as a button to download each of them. If you want to download only the most recent one, just click on the download icon beside X time(s).

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