1. To automate a report that you've already created, hover over the chosen report in your home screen and click the Open Report button

2. At the top of your dashboard, click the Report Automation button that's marked with a tiny robot icon.

3. Select how often you would like your report to be sent, whether you would like a reminder or your data to be compared with previous period.

4. Enter email recipients for your reports and click the Update Report Automation button.

Please note, if you select Remind me to review reports before sending, we will NOT send the reports until you review them. 

If you do not use comments, and do not want to review the data before sending, feel free to go for Send reports without any review option. 

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