WHERE CAN I VIEW MY SCHEDULED REPORTS?
Explore Scheduled Reports
Scheduled reports offer you the convenience of receiving vital data at regular intervals. By working with us to set up these automated reports, you ensure that valuable insights are delivered to you without manual intervention.
Access Scheduled Reports
Step 1: Access the Administrator Dashboard
Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.
Step 2: Navigate to Scheduled Reports
Begin by accessing the Reports section through the top menu.
From the Reports menu, locate and select the "Scheduled Reports" option.
Step 3: View Your Scheduled Reports
On the Scheduled Reports page, you'll find a comprehensive list of reports that have been set up for automatic delivery.
Each entry in the list provides essential information such as the report's name, frequency, details, and the time of the next scheduled run.
You can easily identify the scheduled reports that are relevant to your needs and oversee their status.
Admin Tip: Scheduled Reports do not retain historical data past the most recently pulled report. Be sure to save the report at each interval to maintain a record.
Advantages of Scheduled Reports
Effortless Information Delivery: Scheduled reports eliminate the need for manual report generation, ensuring that you receive crucial insights regularly.
Time Savings: By automating the report delivery process, you free up valuable time that can be allocated to other strategic tasks.
Consistent Insights: Regularly receiving data through scheduled reports helps you maintain a consistent flow of information, enabling you to make well-informed decisions.