Managing Scheduled Reports

Managing Scheduled Reports

Overview

In this guide, we will show you how to create Scheduled Reports on your account.

Creating Scheduled Reports

1. Click Dashboard (left menu) > Reports > Scheduled Reports:


2. On the Add Scheduled Report page, define report criteria as required and once done, click  (bottom right):


3. Your Scheduled Report will then be created and when due, report will be emailed to User(s) added. 

Editing Scheduled Reports 

1. Click Dashboard (left menu) > Reports Scheduled Reports
2. On the Scheduled Reports page, find the report you wish to amend and within the Actions column, click 
3. On the Update Scheduled Report page, make the relevant changes to the report and once done, click  

Deleting Scheduled Reports

1. Click Dashboard (left menu) > Reports > Scheduled Reports
2. On the Scheduled Reports page, find the report you wish to amend and within the Actions column, click 
3. On the pop-up, confirm action to delete the scheduled report from your account.

Need more help?

If you need more help, no problem. Please raise via our 3PL Ticket Desk, and the Team will be happy to help. 

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