How to schedule a Report
How to schedule a Report
Select a Client and click Schedule on the left sidebar menu then click New Schedule
Complete the required fields;
NAME OF THE REPORT/DASHBOARD
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