- Select Reports on the header menu
- Select the report that you’d like to receive
- Select your filters and report parameters, if applicable
- Select the Run Report button
- Select the Schedule Report link
- Enter a name for this report (this is for your own reference), contact information for the report receiver and frequency to receive the report
- Select Save button at the bottom of page
Once a report is scheduled, you can alter the scheduled report settings by following these steps.