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How do I create a scheduled report?

You can easily create any report and schedule it to be sent to any number of email recipients on any regular schedule you'd like, even way in advance! Just follow these steps,

1. Select the Saved View that you want to send as a Scheduled Report. If you haven't already created this Saved View, you can create it with the information you want included in the report (here's more information on how to create a Saved View). 

2. Select Actions and then Schedule report.

3. You can then choose who your recipients are, when to send it out, how often the Saved View will be sent out as a Scheduled Report. You can even add in a custom message!

4. And here is what your recipients will see in their inbox, with the report attached as a CSV file...

Just sit back, relax, and wait for the report(s) to be rolled out like clockwork according to the instructions you have configured.  And there you have it! If you want more information you can always contact the ContractSafe team.