For the complete documentation index, see llms.txt. This page is also available as Markdown.

Automated Report Scheduler

Reports can be scheduled to be emailed at regular intervals. To access the report scheduler, please navigate to Customer Portal/My Tenants/Report Scheduling:

  • Set the recipient email address in the "To:" section. It is recommended that this be a security distribution group, or you can specify multiple recipients.

  • Set the email interval by selecting report names to be emailed under the Weekly or Monthly section and click confirm.

  • To disable all report emails, click reset to default or delete the recipients.

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