Monthly Reports

To setup monthly scheduled reports, go to Reports > Scheduled > Monthly Reports to access the Scheduled Report Settings for Monthly Reports.

Scheduled Reports will run automatically once a month night and send an email to anyone in the email group that is selected in the Email Group field.

Simply check the Enabled check box for any report that you would like to run. You can get a sample of what the report will look like by clicking the Download button and opening the PDF to determine if it is a report that you would like to run automatically.