To schedule a standard report to run automatically:

1. Create and run a standard report

2. From the report summary page, select the More button to open a list of options.

3. Select the Schedule Report option to open a Schedule Report window.

4. Type a name for the report in the Name box. This is how the report will appear on the Manage Reports page.

5. If you want the system to email a link to the report to selected recipients, list those recipients in the Recipient(s) section.

5.1 For recipients who are already in the system, start typing in the Search box to display a list of people whose email matches the text that you type. Select emails from the list to add them to the recipients list.

5.2 For people who are not currently in the system, select Invite New User to open an Invite New User window.

5.3 Enter the recipient's email address in the User Email box.

5.4 Re-type the recipient's email address in the Confirm User Email. It must match exactly the address you entered in the previous step.

5.5 Select Confirm to invite the user and return to the Schedule Report window.

6. Specify how often the report should run in the Report Schedule section.

6.1 Select a cadence (Daily, Weekly, or Monthly) to reveal additional scheduling options.

6.2 Complete the scheduling options.

7. Select Save. The report is now available on the Manage Reports page (Scheduled Reports and All Reports tabs).