How-To

Send or Schedule Email Reports

Schedule a Worksheet Email Report

  1. Open up the worksheet you would like to set up a scheduled email for.
  2. Click the ‘…’ on the top right of the screen.
  3. Click on 'Schedule'.
  4. Click 'Add Schedule'
  5. Choose the frequency and time of day to send the emails, and who to send the emails to.
  6. Click ‘Save’.

Schedule a Dashboard Email Report

  1. Click the ‘…’ on the top right of the screen.
    If you can edit the dashboard, then you'll click the down arrow next to the Edit button.
  2. Click on 'Schedule'.
  3. Click 'Add Schedule'.
  4. Choose the frequency and time of day to send the emails, and who to send the emails to.
  5. Click ‘Save’.

Edit a Report Schedule

  1. Click the ‘…’ on the top right of the screen.
  2. Click on 'Schedule'.
  3. Click the '...' to the right of the schedule you would like to edit.
  4. Click 'Delete' to delete the schedule, and click 'Edit' to make changes to the schedule.