Summary
In this guide, we will show you how to schedule reports in Moves+.
Step-by-Step Guide
Reports can be scheduled to be sent to you or your colleagues automatically.
1. On the Moves dashboard, click the Reporting module.
2. A list of all your saved reports will be displayed.
3. Under Actions, click Schedule on the report you wish to schedule.
4. Enter the required information:
- Name
- Description
- Set "Type" to External.
- Select the Format (Csv or Xlsx)
- Frequency
- Time & Day
5. Enter email address/s.
6. Select to Customise the email should you wish to.
8. Click Create.