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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. How to Schedule a Template Report

    This article explains how to schedule a Template Report for delivery to a club via email or portal.

    From the homepage, click “Reports” in 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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  • Complete the Schedule Settings by following these sub-steps:

    • 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 include:

    Note: "Email" sends the report to the designated email address. "Portal" makes the report accessible in the club's online portal. "Email & Portal" delivers via both channels.

    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 and time

      Note: Recurring scheduling options (e.g., daily or weekly) may also be available depending on your configuration.


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    Once you've selected your desired delivery time, click “Schedule” — your report will run at the time you set.

    To confirm the report has been scheduled, return to the Template Reports tab, where it will appear in your scheduled reports list.