Sending reports to contacts on an automated basis can be done with the Auto Report feature.

To schedule an automailer:

TABLE OF CONTENTS

• To schedule an automailer:
  • Step 1: Login to the Administration module
  • Step 2: Select Automation > Auto Report Setup > Add Automated Report  
  • Step 3 Click Add Automated Report
  • Step 4: Select your report type and format, along with the recipent's email address & subject line, then click Save 
  • Step 5:Select Add Schedule to determine when the automated report is sent.

Step 1: Login as Administrator

Step 2: Select Automation > Auto Report Setup > Add Automated Report  

Step 3 Click Add Automated Report

Step 4: Select your report type and format, along with the recipent's email address & subject line, then click Save 

 Step 5: Select Add Schedule to determine when the automated report is sent. Click Save to confirm.