How to Set Up a Recurring Report

This guide explains how to set up a recurring report. Recurring reports help reduce repetitive manual work by scheduling reports to be generated and sent automatically on a daily, weekly, or every two weeks schedule. For details about each available report type, see Types of Reports.

Step 1: Go to Analyze from the main menu, then select Reports.

Step 2: Select Create new reports to create a recurring report.

Step 3: Choose a report type. To learn more about each report type, see Types of Reports.

Step 4: Click Setup recurring report.

Step 5: Select the member(s) or Place(s) you want to include in the report, then click Accept and Next.

These options vary by report type. If they don’t appear, skip this step.

Step 6: Select the time frame (Daily, Weekly, or Every two weeks), then click Next.

Step 7: Select the day(s) of the week the report will be created, then click Next.

Step 8: Customize the columns by reordering, renaming, or removing them to define the data included in your report, then click Next.

These options vary by report type. If they don’t appear, skip this step.

Step 9: Confirm the format, then click Next.

Available formats vary by report type.

Step 10: Select the member(s) who should receive the notification when the report is created, then click Next.

Step 11: Enter a title for your recurring report, then click Save.