How Do I Schedule Reports?

Created by Bharath K, Modified on Fri, 21 Nov at 1:36 PM by Bharath K

Step 1 of 5

Open Site Dashboard

Click on your site name in the Sites list to open its management dashboard.

Step 2 of 5

Access Scheduled Reports

Go to Site Reports -> Select the Schedule Report option from the left sidebar to view reporting tools for the site.

Step 3 of 5

Review Report Configuration

Tailor the report according to your preferences:

Under General settings, choose a pre-built template or stick with the default settings.
Make sure to review the Email Configurations and add the recipient email addresses accordingly.
Select specific data categories you wish to include in the report (Overview, Updates, Backup, Security, etc.).

Note: You can navigate through each section using the index provided on the left side of the Report page

Step 4 of 5

Preview the Report

Click the Preview Report button at the top-right to see how the scheduled report will appear to recipients.

Step 5 of 5

Create Scheduled Report

Finally, click the Create Scheduled Report button at the top-right to save and activate the reporting schedule.