Use Report Center to generate the data your business needs on a daily, weekly, or monthly basis. You can create as many automation rules as needed.

  • In the Automation tab, begin by clicking the Create Automation button.

  • In the pop-up window, give your automation a name (something you will easily recognize)

  • Then, employ timing rules by setting a daily, weekly, or monthly interval, including the day of the week, and time.

  • Lastly, you can enter your email address (and/or your teammate's) to receive notifications when the report is generated.

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