SCHEDULED REPORTS

Within the Craftable platform, reports can be scheduled to be sent to you and your management team's email inboxes according to specific intervals.

To see how to schedule reports in Analytics, click here! 

How to Schedule Reports

1. From relevant platforms navigate to Reports > Scheduled Reports
   
2. Click + Create Schedule.
   
   
   
3. Select Report and Start Date from drop-down.
   
4. Select the Frequency you would like to have this report hit your inbox.
   
   
   
5. Select the Range you would like the report to cover. Your options will depend on the particular report you have selected.
   
   
   
6. Add the email address of the necessary Recipient(s) and +Create Schedule.
   
   
   
7. Confirm scheduled report has been created. 
   

Some things to keep in mind-

• The available reports to select in Books differ to those in Craftable..
• Depending on the report selected, additional fields may vary. 

Scheduling Reports in Analytics 

1. Open the report you would like to schedule.
2. Select Favorite. 
   
3. Add a description and press Save.
   
4. Navigate to Favorite Reports.
   
5. Click on the name of the report.
   
6. Check the box "Schedule Report by email".
   
7. Select the frequency, time, date, and recipient for the scheduled report.
   
8. Press Save.