To schedule a report, please follow these steps:

  1. Launch any report in the Report section.
  2. Click the export button (downward facing arrow) at the top right of your screen.
  3. Select "Schedule" from the dropdown menu.
  4. Choose your report category from the available options, then select the report you would like to schedule from the dropdown menu.
  5. Select your desired file format from the available options.
  6. Choose "Schedule" to send the report automatically via email.

    Alternatively, choose "Schedule to Slack" to send the report automatically to a Slack channel. To connect a Slack account, please refer to the following article:
    http://help.locowise.com/most-frequently-asked-questions-about-locowise/how-to-connect-a-slack-account-to-locowise
     
  7. Choose whether you would like the report to be sent daily, weekly, or monthly and specify the time for the report to be sent. If you chose a weekly interval, specify a day of the week. If you chose a monthly interval, specify a day of the month.
  8. If you chose "Schedule", enter the emails for the report to be sent to, separated by a comma. If you chose "Schedule to Slack", choose the Slack channel for the report to be sent to.
  9. Click the "Schedule Now" button to confirm.

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