In the main menu, select your Organisation and open "Request reports" page under the "Reports" section.
βOpen report and click on the Clock icon:
βAdd a rule name, type in the email address of users you want to send the report to, schedule its sending (use predefined parameters or customize your own) and click on Save changes:
An email with the report attached and containing a link to this report in ApprovalMax will be sent out on the specified date and time.
βTo remove recipients from a scheduled report, open the report, click the clock icon, hover over the recipient, and click on REMOVE:
How to use the Report Scheduler for Stand-alone workflows
Reports can be scheduled by Account Owners and Administrators
Updated over a week ago



