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Schedule a Report

All reports and lists in ChargeOver can be emailed automatically using the Schedule Report tool. This is great for getting reports automatically sent to your inbox on a regular basis.

Steps​

  1. Navigate to the report you want to schedule, and click the Schedule Report... button at the top right of the page

  1. You will be prompted to choose when the report should be sent, who the report should be sent to, the subject line of email, and any message you want to include in the body

  1. You will receive a confirmation that the report has been scheduled after you hit the Schedule Report button

note

Any filters set on the report will NOT carry over to the emailed report.