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.

How to Generate a Report

Updated on: 09/01/2026

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