1. Help Center
  2. USGA Admin Portal

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
  2. Click the “Template Reports” tab. 
  3. Find the desired report from the available list and click “Schedule”. 
  4. Complete the Schedule Settings:

Provide a Schedule Name and click “Next” 


Update filters as desired and click “Next” 


Tip: Delivery Options for Clubs are as follows:

Clubs – Email, Portal, or Email & Portal 

To email the schedule report, select ‘New” 


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


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


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 mceclip9.png
  1. Run task periodically 
  • Daily  mceclip10.png


  • Weekly  mceclip11.png


  • Monthlymceclip12.png


After selecting desired report delivery time, click “Finish”