Before completing these steps you will need to access the reports section in BackOffice. Click here for a guide on accessing the reports section.
1. Click on the link Automate in the Delivery Column
2. Select the follow options:
- Report Frequency (1) Options are: Daily, Weekly, Weekday, Monthly
- User (2) Select your user Name in the drop down list
- Report Format (3) .csv or .pdf depending on the Report format
- Click on Add User to confirm (4) & to complete setup of the automated schedule
3. Once you have added a user, the chosen report will now be sent to that user's email address at the frequency you have specified