Reporting Series (Recurring)
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:
Follow the above instructions for adding a report.
Click on 'Create a report series'
- 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'.
- A new window will display your recurring reports with their recurring dates. Click 'Save' to save the new report series.