Reports Automation allows users’ to setup a report that will be sent via email on a set cycle. 

Go to ‘Reports Automation’

System>Setup>Reports Automation 

Click ‘New’ 

Setup Report Details

Add name of Report. Choose ‘Cycle’ of the report from drop box

Select ‘Type’ of report to be issued by email of chosen cycle

Select ‘Parameters’ for chosen report type. Add emails of recipients of the report in ‘Recipients’ field.

Select report ‘Format’ from drop box. 

Click ‘Save’

Example Reports