How to schedule reports
After running a report, you can schedule it to run automatically on a daily, weekly, or monthly basis.
Where to find your scheduled reports?
It may take some time to experiment with the parameters of your scheduled reports that best suit your needs. If you want to update the settings of your scheduled reports, do the following:
Can't find a report that someone else scheduled?
At the top of the page, click All to see all available scheduled reports, not just yours.
Where do I find scheduled reports in the BoldChat Desktop Client?
You have the following options in the menu bar to manage your scheduled reports:
- Schedule a report - Click New and select the report type that you want to schedule. You would set the report's parameters as described above.
- Edit an existing report - Select a scheduled report and click Edit to change its settings.
- Delete a report - Click Delete to remove a scheduled report.
- Run a report - If you don't want to wait until a report is automatically sent, you can run it any time. To do so, select a report and click Run Now.