Can I schedule utilization reports?

  • Updated

Yes. Utilization reports can be scheduled and exported in Excel and PDF formats. 

Pre-requisite: Create a utilization report template

Steps to follow:

  • Open the template in the Reports → Templates section (web).


     

  • Go to Schedule & share.

  • Turn Schedule report generation to Yes.

  • Choose how often: daily, weekly, or monthly.

  • Set time, start date, and add email recipients.

  • Hit Save.

You can still run the same template manually at any time.

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