Scheduled report overview

Scheduled reports allow you to create the reports you really need once and then get them sent to you automatically each day, week or month. It is a great tool to help get the system work for you. 

  • Open the ‘Scheduled reports’ menu: or find it from the ‘Reports center > Scheduled reports’.
  • The table shows all your scheduled reports, you can sort any column by clicking on the column title or use the cogwheel to customise the table.
Scheduled Report Overview


  • Click ‘Add scheduled report’, to add a new scheduled report. 
  • Choose the report type, frequency, who should receive the report and whether you would like the report in PDF or HTML.  
  • When happy, click ‘Add scheduled report’. 
Scheduled Reports add new 


  • Click on any scheduled report to make changes or to permanently delete it.
    Scheduled report change