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How do I automate reports?

Automating and sending reports in Atlas Scheduling

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Written by Charles Vallières

Under Reports from the left-hand navigation menu, you can easily set up your reports to send automatically. There are two steps:

  1. Save your favorite reports

  2. Set the automated export frequency and time


Save your favourite reports

After setting up the details of the reports you want to run, you can save your reports' settings to access them faster next time. Simply click Add to my favourites at the bottom of the page.

You can then access these reports by clicking on My favourites in the top-right corner.


Automated reports

While saving a report as a favourite, you can use the E-mail this report menu to set a frequency; this determines how often this report is sent automatically to your e-mail.

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