How to Create Scheduled Reports

1. Navigate to the left side of your Solo platform and select "Company." Then select “Scheduled Reports”.
2. At the top, select the company you’d like the schedule report to pull for:
3. In the “Select Report” section, choose what information you’d like to include in the scheduled report.
4. Select the frequency at which you’d like the recipient(s) to receive the report:
5. For each frequency (weekly, daily, or monthly) select the date range you’d like to report for.
   1. For example, in the image below a report on the previous week’s proposals will be sent weekly.
6. Add one or more recipients for this report by typing the email address and clicking “Add Email to Recipients List” for each recipient.
7. Click “Create”.
8. All existing scheduled reports will be listed at the bottom, with the option to edit settings or run the report and send it now.
9. For example, in the image below a report on the previous week’s proposals will be sent weekly. 

Watch How to Schedule Reports