Scheduling ReportsLast Updated: Dec 04, 2014 03:07PM CST
1. Select the "Reports" tab from the menu bar at the top of the page.
2. Locate the report you would like to schedule and then select "Schedule Email Report"
1. Select the Day of Week you would like the email sent to you.
NOTE: The email will be sent the morning your Report is scheduled.
2. Select how many weeks' worth of data you'd like to receive. For example, if you want 1 month of data sent to you, you can select "4 Weeks".
3. If you check "Compare to Previous," you will receive data for the selected timeframe and the timeframe before it.
4. If you select "Show Year to Date", your report will also display the data from the first of the year until now.
5. Click "Schedule"!
If you have set your Report up properly, you will see the "Scheduled report successfully created!" banner.
If you need additional help, you can visit churchmetrics.com/help and submit a Help Desk Request.