Premium Plan
Report Series

Reporting Series (Recurring)

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A Reporting Schedule are recurring reports that can be repeated in the event a report may be due on a recurring basis, such as quarterly reports. To create your Reporting Schedule:

  1. Follow the above instructions for adding a report.

  2. Click on 'Create a report series'

  1. Choose your Reporting Schedule by either frequency or manually**.** Once you select your type of reporting schedule, a new window will open for you to enter your dates. Enter your dates, then click 'Next'.

  1. A new window will display your recurring reports with their recurring dates. Click 'Save' to save the new report series.