New Report Scheduling Options

Any On Demand Report you create can now be turned into a scheduled report and emailed to you or other users. For example, you can create a report for all clients who responded to a SMS text message with "Confirmed" and have it scheduled to email at 4pm. The email will contain a link to a (password protected) file with the detailed report. To create a new Scheduled Report, navigate to Reports, create the parameters for your on-demand report, then Schedule Report, and follow the directions to schedule this report. These reports can be removed from the Automated Reports section

scheduled Report.jpg
scheduled Report2.jpg