Saving and Scheduling Portal Reports

• In the portal find the report you like to generate and set the filters
• Once set click Save New and give your report a name

• Click Schedule
• In options select the report you have just saved
• Select the frequency you would like monthly or weekly

Weekly will need a day of the week selected

• Click Schedule

• Any other schedules for the same report will be shown at the bottom of the window

Deleting Scheduled reports

• To delete a scheduled report - find the report from the list

• Click Schedule - the reports current schedule will display
• Delete the time you don't want by clicking on the red bin icon
• Confirm you would like to delete this by clicking Delete

User guide available via the below link