How do I Make a Report Automatically Email to Someone?

    • In the edit view of the report go to the "Report" tab. In the bottom right hand corner you will see a button that says "Advanced Options". Click on this button.

     

    • Once the Advanced Options window pops up you will want to put a check in the Auto Generate check box and fill out the following fields indicated below:

    • If there are multiple email addresses you must separate them by a comma and there must not be any spaces between them.

            Ex. example1@email.com,example2@email.com

    •  You will only need to input the Next Run Date upon the initial setup. After that it will auto populate that field based on the frequency criteria you indicate.
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