How to Schedule a Report

1. Click Create a Schedule

2. Select a Frequency or how many times should you want this report to be sent

3. Choose a day and time for sending the schedule and the date range of what the report will cover.

4. Click Continue

5. Add a Sender name, recipient's email address, subject name, and update the message.

Tip: You can use your name or a generic name such as  "Marketing Team" as your sender name. 

6. Click Schedule. Once that's done, your report is queued and will be sent based on the schedule and the date range set. The table will update if the report is sent already.