How to schedule a report
First you will need to have a domain added.
Then navigate to the Reports page
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1vctnrv.png)
Pick the domain and click + New Report
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1lj9rfw.png)
Then you will need to select - New Report
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1ja7p4t.png)
Now you will get to the report creation page
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1lzyz3f.png)
Then, create the report name
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1by9ys9.png)
How often to update
X
Report type
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_zya9zy.png)
Either PDF direct download from the account or schedule it via email(you will also be able to download this from your account
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_sewwar.png)
For the Recipients you must separate them using a comma - ,
Then choose the selection order
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_3by2z8.png)
Once you are happy please click the Apply button
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_ert4qq.png)
Congrats now your report has been Scheduled
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_14mtisv.png)
Then navigate to the Reports page
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1vctnrv.png)
Pick the domain and click + New Report
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1lj9rfw.png)
Then you will need to select - New Report
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1ja7p4t.png)
Now you will get to the report creation page
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1lzyz3f.png)
Then, create the report name
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_1by9ys9.png)
How often to update
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_a6o2s7.png)
Report type
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_zya9zy.png)
Either PDF direct download from the account or schedule it via email(you will also be able to download this from your account
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_sewwar.png)
For the Recipients you must separate them using a comma - ,
Then choose the selection order
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_3by2z8.png)
Once you are happy please click the Apply button
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_ert4qq.png)
Congrats now your report has been Scheduled
![](https://storage.crisp.chat/users/helpdesk/website/226d5e0eb40d5c00/image_14mtisv.png)
Updated on: 06/07/2021
Thank you!