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Hover over ‘Documents’ in the menu bar and click ‘Saved filters’
Locate the filter you wish to set a schedule for and click ‘details’, then ‘Schedule’
In the ‘Timeframe' field it’s best to match your saved filter upload/inspection date filters - This will ensure all data is captured.
Complete the other required fields and click ‘Submit’
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Saved filters can also be scheduled from the reporting centre using the ‘Document Filters’ report.
Scheduled reports can be viewed and edited from the 'Scheduled Reports' page in the reporting centre drop down in the menu bar.
Previously run scheduled reports can be downloaded from the ‘Report Instances’ page in the reporting centre drop down in the menu bar.