Once you've selected the data you'd like included in the results of your report, and selected the appropriate filters, you can schedule your report to be sent to you or any member of your team by clicking "+ Add Schedule".
Type the email addresses for the RaiseDonors users you'd like this report to be sent to. If you are making a schedule to be sent to multiple people, separate their email addresses with a comma.
Next you'll select a frequency for the report to be sent. Depending on if you'd like the report to be sent Daily, Weekly, or Monthly, you'll have additional selections. Don't forget to save your changes!
For example you can have your report sent Daily at 10:00 AM, Weekly on Tuesdays and Thursdays at 12:00 PM, or Monthly on the 15th at 2:00 PM.
You can even set multiple schedules per report so your team can get reports from RaiseDonors at different times if necessary.
If you have a scheduled report that runs on a day where there is no data that fits your filters, you will still get your scheduled email and RaiseDonors will let you know that there was not any data to report on that day. Your email will merely say that it is "Complete with no data".
Following the schedule that you set, a email will come from RaiseDonors with a link to download the report results. Remember that only users in RaiseDonors can download the report results.