Click the Settings icon (gears) beside the save button

This opens a panel of settings on the left of the screen.

Share 

Click share and then set how long the link remains active/available for. 

The default is 28 days.

Then click 'Create shareable link' to generate the link. 

Report Scheduler - there are two parts to the scheduler

1. The email template and 
2. schedule a time to send the report.

The email template needs to set up first to create a schedule.

How to set up the mail template 

• Set the from email address by selecting from the drop-down list.
• Type in the email subject line - for example, the campaign name.
• Create the email template, It allows CCVs to populate the fields from the contact list.
• Set the action button text.
• Click save email template to update.

How to create a time schedule

The report scheduler allows you to set up a shared link to be sent at a specified time. 

• Set when from drop-down options : 
  • Once - set the date and time  
  • Daily - set the delivery time each day 
  • Weekdays - set the daily time for Monday to Friday.
  • Weekly - set the day and time of day
  • Monthly - set the numerical value day of the month and delivery time. 

• Who to send the report to.
  • You set the group from the contacts set up in the Contacts Manager.

When you have everything click add the schedule

Scheduled reports

Here you can find the list of scheduled reports.

Clone

Cloning allows the report to be clone. 

Simply give it a new name and press clone. 

Graphic

Reports can carry a graphic/logo.

Logos can be uploaded and stored in the library. 

Simply select the graphic you wish to use from the library.

Delete

Delete the report.