Client automation

When you set up report automation at client level, all the reports that you have under that particular client will have its automation settings, unless you choose differently. 

To access client automation settings, simply click on the gear icon in your client's folder and select automation tab

Under client automation you can select if you want the report to be reviewed before sending, if you want to receive a summary about delivered reports, whether you want the data to be compared to previous period, and who will be receiving the reports.

You can also change date format shown in the reports and select time of the day for the report to be delivered. 

Note. Automated reports are generated every Tuesday and the 2nd day of each month.

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