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Scheduling a custom report
Scheduling a custom report
Janina avatar
Written by Janina
Updated over a week ago

Workstream allows you to schedule reports to receive a newly generated report on a periodic basis automatically.

Here are the steps to schedule a report.

STEP 1: Go to the Analytics tab then to Reports.

STEP 2: Look for the name of the report you wish to schedule and click Add schedule.

STEP 3: On the Delivery Schedule pop-up window, select the Date and Time. Choose whether to repeat generating the report automatically or not.

STEP 4: Click Save to keep the details of the schedule.

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