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Introduction to Scheduled Reports

Scheduled Reports empower organizations to automate the delivery of critical data, ensuring that the right information reaches the right people at the right time. This module streamlines reporting processes, enabling users to customize report content, frequency, and recipients effortlessly.

In this section, you will learn about:

  1. Configuring Scheduled Reports: Set up reports to run automatically based on your preferred schedule.
  2. Customizing Reports: Tailor report content by specifying date ranges, filters, and formats (e.g., CSV, XLSX).
  3. Email Notifications: Send reports to multiple recipients.
  4. Managing Scheduled Reports: Edit, or delete reports as your requirements evolve.

Whether you're monitoring key performance indicators, tracking campaign results, or ensuring compliance with organizational reporting standards, the Scheduled Reports module simplifies the process and enhances productivity.

Let's explore how Scheduled Reports can help you automate reporting and stay informed with minimal effort.