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.
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.