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Automated Reports: Setup

Timed Automation Setup

You must have this configured.
See Timed Automation Setup for more information.

Memorized Reports

Only reports that have been Memorized can be set to run automatically.
Memorize a report by opening the report, setting desired criteria, and clicking Presets > Memorize This Report.
See Memorized Reports for more information.

Email Setup

If you intend to email these reports you must complete the email setup found here: Administrative > Email Settings > Internal.
See Email Settings for more information.

Updated on Wed, 26 Mar 2025 by Dominick Mastri

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