Select Reports have the capability of being automated to be emailed to users daily, weekly, or monthly.
Step 1: Configure your report based on the parameters available, and select "View Report"
Step 2: Once report is set up, locate and select the button on the upper right screen
Step 3: Choose frequency, timing, and document type. Create a name and add an e-mail where to send the report to. Add a comment to help remember what the report is. When completed select "Save"
Step 4: To review current schedule lists, locate and select the button in the side menu under "Reports." You can modify the comments, edit the automation, or delete it from the actions section.