How to: Setup a Recurring Report

Set up recurring reports to automatically generate and send important data at regular intervals.

Step 1: Go to Reports from the Analyze section of the main menu.

Step 2: Select the type of report you wish to automate (e.g., Jobs, Day route) and click Setup recurring report.

Step 3: Filter your report 'By members' or 'By places' to select what data is included in the report, then make your selection, and click Next.

Step 4: Choose the report's recurrence frequency (Daily, Weekly, or Every two weeks), then click Next.

Step 5: Select the specific day of the week you want the report to be created, then click Next.

Step 6: Customize the report columns. Reorder, remove, or add columns to define the data included in your report, then click Next.

Step 7: Choose your preferred output format then click Next.

Step 8: Select members who should receive a notification when the report is created, then click Next.

Step 9: Enter a descriptive name for your recurring report, then click Save.