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  1. Hover over ‘Reporting’ and click ‘Destinations’

  2. Click ‘Add new’ and choose your destination name and type.

  3. Complete any other required fields and click submit

 

  • All of the reports in the ‘Reporting Centre’ can be scheduled. Just click ‘Schedule’ on a report.

  • It is also possible to schedule a Saved Filter report.

Setting up a Saved Filter

  1. Go to manage documents

  2. Open the ‘Advanced’ filter panel and choose an upload/inspection timeframe - eg Uploaded: 7 days

  3. Scroll to the bottom, click save and choose a name for your filter.

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