Clava automates report scheduling so you never forget a download! Reducing errors and maximizing workplace productivity.
Navigation: Analytics > Reports > Scheduled Reports
Setup
Create Scheduled Reports to be automatically generated and emailed at regular intervals.
Select the Add Scheduled Report + button
Select a Report type
Enter a report name for your email download - this name will show in the subject line of your email
Definbe the Frequency of the report send, choose from:
Daily
Weekly
Bi-weekly
Monthly
Quarterly
Choose the Report Period, either: the Previous day's data or Current day's data (so far)
Define the Send Time
Enter the Email Recipients email addresses, (you may enter more than one email address)
Select Create Schedule
Editing
Select the ⚙️ cog icon
Select Edit to edit the report function
Select the Pause Icon to temporarily pause the email send
Select the Play Icon to produce the report now, outside of the normal send schedule
Delete