How to create a scheduled performance report

You can create a recurring report on a monthly, quarterly or annual basis from the Scheduled Reports section of your Report Hub.

Reports -> Report Hub -> Scheduled Reports

Click + Add to open the Add Scheduled Report window

You'll need to:

  • Give the report a name

  • Choose which type of report (currently only Performance Reports are available)

  • Choose the frequency (monthly, quarterly, or annual)

  • Ensure that the Enabled checkbox is turned on

  • Add your desired recipients (any email address added here will be emailed each report when it is generated)

Click Add to finish creating your scheduled report.

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