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How to automate reports to email?

This procedure will allow reports along with custom reports to be automatically emailed to users. This is done on a user level so each user would need to follow this procedure.

  • Click on your profile in the top right of the screen.
  • From here, you can click on Report Export Settings
  • Click the Add New button on the user role desired. Some may see multiple user roles as he or she may carry multiple user roles. 
  • Choose Report from the drop-down list and save changes.
  • Use the Add New Record button. 
  • You can now set the parameters of the report you wish to be emailed and toggle on the email report toggle. Please note that if using in-period dates, you will need to set dates as needed, as the system will not set dates automatically when reports are run. When done, use Save Changes.

 

  • As of 3/2/2025, reports now support a rolling date range for in period filters.