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How to use the Report Scheduler for Stand-alone workflows

Reports can be scheduled by Account Owners and Administrators

Updated over a week ago
  • In the main menu, select your Organisation and open "Request reports" page under the "Reports" section.
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  • Open report and click on the Clock icon:
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  • Add 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.
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  • To remove recipients from a scheduled report, open the report, click the clock icon, hover over the recipient, and click on REMOVE:

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