- Navigate to the Dashboard from the left-hand menu.
- Click on Scheduled Reports.
- Select Add Report to begin.
- Enter a name for your report and choose the file format (e.g., Excel, HTML).
- Click Continue.
- Set the desired Scheduling Frequency for your report.
- Select the appropriate Widget Type and Widget.
- Apply the necessary filters.
- Choose the recipients—either specific users or teams.
- Customize your email template by adding a subject line and email content.
- Once completed, your scheduled report will be created successfully. You can Pause, Edit, or Delete the report at any time as needed.
