Committee members can schedule automated reports to specific groups at specified time frequencies. This can be done by following the below steps:
Step 1: Login to the web portal using your credentials
Step 2: From the side menu, click on ‘Reports’ and then click on ‘Scheduled Reports’ from the drop-down menu
Step 3: Click on ‘Schedule a Report’
Step 4: Select the reports which you would like to automate from the box named ‘Report Names’ and provide a brief description about the schedule
Step 5: Select the list of groups or recipients(committee member/owners/members/groups/staff) from the drop-down who would get these automated reports and also select the members who would receive these reports
Step 6: Select the frequency by which the automated reports will be generated and sent to them such as one time/daily/weekly/monthly/quarterly, select the date of the report when it is needed to be generated and click on ‘save’ button
If you need any help in scheduling an automated report in your Society, please write to us on firstname.lastname@example.org. We would be happy to help.