How do I setup Automated Reports - HubDo Portal

The platform allows you to automate daily, weekly, or monthly reports and customise them to your liking!

Enter email recipients to send automated reports directly to the team members that need them so they never miss important information. By default, the platform includes a monthly automated report; however, you're free to customise or create your own schedules using these tools. 

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Create New Schedule: When clicking on the 'Create New Schedule' button a new pop-up window will appear. Here you can customise your new report. The customisation process is very straightforward. The screenshot below provides an example setup for a monthly report. You'll note each question offers a short description to assist you in building the form and scheduling the report. Hover your mouse of each question mark to see the details.

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