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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:

      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 

      To email the schedule report, select ‘New” 

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      Add the desired email address(es), email subject, and file delivery type(s) and click “Ok” 

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      Once the desired delivery format and recipients are added, click “Next”

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      Select the desired delivery time zone and frequency

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      Time Type (Frequency) options include the following:

      1. Run Immediately (see image above)
      2. Run at a specific date & time mceclip9.png
      1. Run task periodically 
      • Daily  mceclip10.png

       

      • Weekly  mceclip11.png

       

      • Monthlymceclip12.png

                                                                                                                                            

      After selecting desired report delivery time, click “Finish”