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How to set the email distribution schedule

To set the email distribution schedule, follow the steps below.

  1. Click on the Add to schedule link to create the schedule of when the digest email will be sent out to the distribution list.
  2. In the Schedule pop up window, select when the email should be sent out by clicking on the drop down arrow next to the Send Email field.

    Send email schedule

    If you select… Then…
    Every Weekday Select the Time you would like the report to be scheduled from the Time drop down list.

    Click on the + Add to Schedule button.
    Weekly Monday to Sunday are shown. Select the tick box next to the relevant day in the Days field that you would like the Digest Email to be sent.

    Next, select the Time you would like the report to be scheduled from the Time drop down list.

    Click on the + Add to Schedule button.
    Monthly Select the Week Of The Month the email is to be sent out. Click on the drop down arrow to select First or Last.

    Monday to Friday are automatically selected for you. If you do not want the email to be distributed on a certain day, untick the tick box next to the relevant day in the Days field.

    Select the Time you would like the report to be scheduled from the Time drop down list.

    Click on the + Add to Schedule button.
  3. To schedule the email, click on the Save button.
  4. To modify a schedule, click on the Edit link next to the Schedule field.
    - To delete a schedule, click on the delete dustbin icon.
    - To add new schedule days and times, follow step 2 and 3.