Automating reports - tips and tricks

Once a report is created in the Manage User Reports table, reports can be generated at any time. From the same table a user can also share access to the report to any other user, so they can generate the report as needed, as well. If the report is needed on a frequent timeframe, email subscriptions can also be created from the same record on the Manage User Reports table. Right click on the number beneath the “Subscriptions” column and customize the frequency that the emails need to be sent. You can pick from days of the week, days of the month, and even a custom chron schedule.

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