Scheduled Reports - Single Report

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

To schedule a single report for email, take the following steps:

1.       You must first identify and save your desired Favorite Report

a.       See how to documents:

                                                               i.      Save Report as a Favorite

2.       Select the File tab on any report

3.       Select Schedule Reports

4.       Select Report you want to schedule and Click Schedule

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

5.       Identify the following:

a.       Required: Select Frequency to deliver the batch report and the Day/Date to deliver On

                                                               i.      Weekly: identify day of week

                                                             ii.      Monthly: identify day of month

b.       Required: Select the individuals from the Left you would like to receive this scheduled report and move them to the Right

c.       Optional: Update default email text

d.       Click Save

6.       Your Scheduled Report now appears in the selection List with the scheduled delivery time

Note: Data delivered in reports are based on firm member permissions (i.e., only data that user has access to see).