We know you love your Pinned Reports….who doesn’t? But are you making use of the Report Scheduler yet? Once you create your own Pinned Reports, you can schedule them to deliver, right to your e-mail in-box at any interval you decide! That means you don’t even have to remember to “run” that report to get your hands on that data when you need it.
Here’s the skinny on how it works:
- Save your Pinned Report (as private)
- Click “Schedule”
- Choose a delivery schedule!
- You can pick everything from:
- Frequency (Daily? Weekly? Twice a week? Monthly? Quarterly?)
- Time of day
- Duration (A couple weeks? A couple months? Till the end of the year? Forever and beyond?)
- The format – choose from PDF, Excel or CSV
- Hit GO and leave the rest to us
Nothing could be simpler! When you’re done, click on your “My Schedule” Tab to check out your delivery schedule at-a-glance and then just sit back and wait for those reports to start rolling in.