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  1. Hover over ‘Documents’ in the menu bar and click ‘Saved filters’

  2. Locate the filter you wish to set a schedule for and click ‘details’, then ‘Schedule’

  3. In the ‘Timeframe' field it’s best to match your saved filter upload/inspection date filters - This will ensure all data is captured.

  4. 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.