Schedule reports to run automatically

You can set up reports to run daily, weekly, biweekly, or monthly with the Manage Auto Reports feature in the Reporting System. You can create new auto reports or copy the settings from an existing one.
  1. Create an auto report
  2. Go to the main menu dropdown and select
    Manage Auto Reports
    then select
    Go
    .
  3. Select
    New
    on the View Auto Report page.
  4. Choose your options for the report then select
    Submit
    .
  5. Edit an auto report
    The View Auto Report page displays after you create a report. You can manage the report the following ways:
  6. Select
    Edit
    to change the settings of the displayed auto report.
  7. Select
    Copy
    to create a report of the settings of the displayed auto report.
  8. Select
    New
    to create a new report.
  9. Select
    Delete
    to delete the displayed auto report.
    Your password will deactivate if you cancel all your scheduled reports.