ZackE
Moderator

Account management

Thanks for getting involved with this thread, cbdoc.

 

To turn on your Set email schedule option for custom reports, you'll have to use their Edit option.

 

Here's how:

  1. In the left navigation bar, go to Reports.
  2. Access your Custom reports tab.
  3. Find the one you want to set an email schedule for.
  4. Under its ACTION column, click Edit.
  5. Turn on Set email schedule and configure your set recurrence and email information settings.
  6. Select Save and close.

 

I've also included a detailed resource about setting email schedules for custom reports which may come in handy moving forward: Set schedule & email information for a memorized report

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!