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10/8/2024 - Save Time with Scheduled Reports!

edited October 18 in Tip Tuesday 2 comments

Do you need to present platform metrics regularly? With Awardco’s Scheduled Reports tool, you can automate the process and have reports sent to you on a weekly, monthly, or custom cadence—no need to customize reports every time!

Here’s how to set it up:

  1. Create a Saved View of your report.
  2. Click Schedules (top right of the report page).
  3. Choose Add Schedule, set your desired frequency, and select who to share it with.

Once saved, reports will be delivered straight to your inbox—accurate and on time!

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