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      How to Schedule a Template Report

      This section provides an overview of a User’s ability to schedule a template report.

      1. From the homepage, click “Reports” on the top navigation bar

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      2. Click the “Template Reports” tab. 

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      3. Find the desired report from the available list and click “Schedule”. 


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      4. Complete the Schedule Settings:

      Select what club you wish to run the Report on

      Provide a Schedule Name and click “Next” 

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      Update filters as desired and click “Next” 

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      Tip: Delivery Options for Clubs are as follows:

      Clubs – Email, Portal, or Email & Portal 

      - Select the desired delivery time zone and frequency

      - Time Type (Frequency) options include the following:

      1. Run Immediately (see image above)
      2. Run at a specific date & time

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      After selecting desired report delivery time, click “Schedule” and the report will be run at the set time.