Create/edit scheduled reports
Training Description
Have your users stay updated on specific issues by setting up a scheduled report for your custom dashboard. The training will teach your users how you can set up a custom schedule on when dashboard reports will be sent out. The schedule can be customized to fit your users needs on how often they should receive reports.
In this training, we’ll cover the following:
- Create 1-2 new report schedules or edit an existing schedule
- How to assign users
- Customize schedule frequency
- Q&A
Important note:
Trainings are designated to be no more than 30 mins.
Trainings will be recorded and sent out after the training has completed.
Trainings are platform focused. Any technical issues or consulting questions should not be discussed in the training.