How can I schedule a report?
You can schedule a report from the dashboard by clicking on the Reports tab in the left navigation menu.
- Under the Scheduled Reports section, click the Schedule New Report button.
- Select the desired file format, date range, and report type according to your requirements.
- Choose the teammate(s) you want to share the report with under Report Recipients, then click the Schedule button to confirm.
Updated on: 02/16/2026
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