To schedule a report:

1. On the 360 main menu, select Reports > Create.

2. On the report screen, select a report with one click.

3. Select New Scheduled Report.

A create report wizard displays.

4. On the Step 1 of 4 screen, select the report-specific options for your report, and then select Next.

5. On the Step 2 of 4 screen, define how you would like to receive the report and in which format, and then select Next.

6. On the Step 3 of 4 screen, specify a daily, weekly, or monthly schedule, and then select Next.

7. On the Step 4 of 4 screen, select Finish.

Now you will receive this report as scheduled. Select Previous if you need to make changes.

To delete or edit a scheduled report, go to Reports > View Schedule, where you see a list of scheduled reports and the Edit Scheduled Report and Delete Schedule Report buttons.