Reports - Review Scheduled Favorite Report

Access level: Any Member (see Note below for exceptions to data delivered)

To review a scheduled favorite report, take the following steps:

1.       Go to any report (i.e., Review > Surveys Sent) and Select the File Tab

2.       Select Schedule Reports

3.       Select Report you want to review and Click Open

a.       Favorite reports are listed beneath Batch reports and are in regular font type

4.       Once the report view opens, Click on the File tab

a.       Select Print as PDF

b.       Save file to your preferred drive location

Reminder: Data viewable in reports is based on firm member permissions (i.e., only data that user has access to see).