How do I get reports emailed on a schedule?

Scheduled reports email team activity, visit summaries and management reports on a schedule you set.

On the web

1. Open Settings, then Scheduled reports.
2. Select Add scheduled report.
3. Fill in:
   • Name.
   • Report type, for example Team Activity Summary, Workload Report or Management Report.
   • Frequency and Reporting period: daily, weekly, monthly, quarterly or yearly.
   • Use the current period to date if you want the report to cover the period so far.
   • Send at, Time zone, and the Day of week or Day of month.
   • Recipients.
4. Save it.

Each scheduled report has Edit, Pause or Resume, Run now and Delete.

Good to know

• Recipients are people on your team.
• Admins can choose what a report is about and send it to teammates. Members can schedule personal reports sent to themselves.
• Send at starts at 07:00 unless you change it.
• You can turn the emails off in Settings, Notifications under Scheduled reports.