A scheduled report is automatically generated on Daily, Weekly, Four Weekly, Monthly or Quarterly basis, depending on your preferences. It can be viewed either via a link that is emailed and/or texted to the report recipients, or by accessing the Reports section. Report details depend on what has been set up in the Create report window.
- Download and view scheduled report via email or SMS:
- Open the mailbox or SMS message and click on the link provided in the message to download the report
- Click on the scheduled report in CSV file format to view the report.
- Download and view scheduled report through the Reports section. Click on the Report Name or to view a scheduled report.
The Scheduled Reports window is displayed on screen.
a) To download the scheduled report:
- Either click on either the CSV download icon
- Or, click > and then “Download report (CSV)”
b) Your report has been downloaded to the Downloads folder of your web browser.