Schedule a contact report

What is a scheduled contact report? 

Scheduled contact reports are nothing but an automated process of exporting reports by automatically sending you the reports either daily/weekly.

You have the ability to add a single stakeholder or multiple stakeholder to receive the report as per their preference

Users can schedule the report through the ‘contacts’ tab.

How do I schedule the contact report? 

In-order to schedule the report, the users can follow the following steps:

Step 1: Select the ‘column’ that you want it to be part of the report

Step 2: Click on ‘menu gear’ on the top right corner and select ‘schedule report’ option

Step 3: Customise the report with the available options i.e report with the unique contacts, frequency of the report, time to receive the report, stakeholders whom the report needs to be shared with etc.. & click on ‘schedule’ again to schedule the report

Modifying / Canceling the scheduled reports: 

To modify or cancel the schedule, the user can follow the same steps again i.e click on the “menu gear’ in the top right corner and select ‘schedule reports’ & click on ‘modify’ or ‘cancel’ post making changes in the selection as per the preference.