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.