Knowledgebase

How to set up, amend and cancel a scheduled email.

How to set up, amend and cancel a scheduled email.

How to set up, amend and cancel a scheduled emails for yourself.

Firstly there are 3 ways in which you can navigate to the scheduled email section, the first option we will show you is:  

select New then New Scheduled Report at the bottom of the screen as detailed below.   Alternatively you can select your name as shown below.

      

When you select your name you will be presented with the following screen please select Scheduled Emails by clicking on it.  

You will now see on the screen any existing reports you have set up and also have the option to create a new one. Initially we will look at creating a new scheduled report, to do this please select the New Scheduled Email as detailed below.