Your customers may need assistance scheduling emailed reports. The intent of this article is to outline the steps a Reseller Admin or Reseller Manager must take to schedule reports for customers.
Schedule reports for customers
The flexibility of scheduled reports
Scheduled reports can be sent weekly, bi-weekly or monthly and on the day of the week that best suits your business requirements. You have total control of the report format, cadence, and recipients.
- Log in to your account.
- On the left sidebar, tap Users.
- Search for the user on the page.
- Tap Login as user on the right side of the User record.
- Tap Reports in the left sidebar menu.
- Navigate to Export data card on the page.
- Tap the Report schedules button.
- Select the options within the Add report schedule card.
- Tap Schedule report button.