Understanding Scheduled Reports

    

Tired of running the same compliance or status reports manually? This feature lets you automate your favourite reports and have them sent directly to your inbox on a schedule.

This guide covers:

  • Creating a new scheduled report and setting its parameters.
  • Defining a schedule (e.g., daily, weekly, or monthly).
  • Adding recipients and customising the email subject.
  • Editing or running an existing scheduled report instantly.

Set up your key reports once and let the system do the rest. Too easy!