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 simply 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 filters and configuration for the report (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 in order to be selected)

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     5. Tap Confirm to Complete

 

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