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Updated on 7/26/2019
Online Help
Create a report
Direct link to topic in this publication:
  • Reporting
  • ยป
  • Create a report

To create or schedule a report, perform the following steps:

  1. From the navigation bar, select Reporting > Reports.
  2. Select a report from the Canned Reports screen, then click Create.
    Information Note: The configuration options vary depending on the type of report you have chosen. 
      
  3. After filling in the Report and Scope options, select Scheduling.
    1. To generate a single report, select One-time from the Report Cadence option.
    2. To schedule a report, select Recurring from the Report Cadence option and configure the following additional options: 
    • Frequency
    • Run Time (CST)
    • Generate a copy immediately as well



  4. Select Generate. Upon completion, the report will be sent your email address.