Schedule automated reports and distribute them with your team on your timeline. Send location-specific reports to all departments, executives, and regions giving everyone visibility to the specific data they care about.
Once your report is created and saved, click on the SCHEDULE button.
A dialog box will appear so you can configure the delivery of the reports.
Select your first delivery date and it’s a recurrence.
Then set the delivery time and its timezone.
Now it’s time to select who will be the recipients of this email. You can choose a specific user role or leave it open to all roles. If you have a select number of users you want to send too, you can select those users in the user dropdown or if you have a lot of users to choose, it might be fast to leave Users as ALL and just exclude the users you don’t want.
If you check the Tailor Reports to Recipients box, it will take you to report and automatically filter the data to the recipient's data. This is best for users that only are interested in their locations.