How do I add/update automated reports?

Go to Admin – Automatic Reports/Communications – Automated Reports.

To edit an existing report, tick the box to the left of the report you would like to edit and then click the Edit button in the bottom right of the page. The first page will allow you to adjust the staff member, you can also use the Day and Time options to make changes to the delivery of the report.

Following this, you can click Filter in the bottom left of the page to change the filter parameters. When you have selected the filters you require, click Go and Save to update.