How do I Schedule Reports to Auto-send? (Next Gen)

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With Qu, it’s easy to create and send emailed reports. A report recipient must be an employee with an associated email address. 

To create the email list:

  1. Navigate to Reports and select the report that you would like to schedule.
  2. Click Expand and select the report's filters and configuration (location, date, report, etc.).
  3. Click Schedule.

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  1. In the new window, select:
    1. Send Time
    2. Time Zone
    3. Frequency, and
    4. Employees (The employee must have an email associated with their profile to be selected)

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  1. Tap Confirm to Complete

 

 



 

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