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How to schedule a Report

Select a Client and click Schedule on the left sidebar menu then click New Schedule

Complete the required fields;


FREQUENCY - Allows you to select from Daily, Weekly, and Monthly

TEMPLATE - Allows you to choose from either the templates preset in
Greymetrics or any custom template you have created and saved.

CLIENT - Allows you to choose the client for the scheduled report.

SEND TO DETAILS - Fill in the send report details and click schedule.

Success confirmation

Your scheduled report will be listed under All Scheduled