Learn how to create, customize, and manage scheduled reports in the Aetrex Control Panel.
Summary
This training shows you how to automate report delivery so important performance information can be sent directly to you or your team on the schedule you choose.
What You’ll Learn
- How to access Scheduled Reports Summary
- How to create a new scheduled report
- How to select the report type from the Extract menu
- How to choose a daily, weekly, or monthly delivery schedule
- How to select the delivery day and local time
- How to add report recipients
- How to choose the report format, comparison period, and gender filter
- How to save and manage scheduled reports
