- To automate a report that you've already created, click on a report from your home screen, and select Open report.
2. Next, click on Report automation.
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 Update report automation.
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.