How To Schedule Reports

The SaaS Alerts Report Module Allows Partners to Customize Report Schedules for each Customer

• Log into SaaS Alerts Manage and select Reports

• To Access the Report Module Please Authenticate with Google or Microsoft
  
  

• Select Scheduled Reports
  

Create a new scheduled report

• You will see any existing scheduled reports in the Main Screen for Scheduled Reports
• Select the New Schedule Button to Create a new Report Schedule

• Select Schedule Type, the Frequency of the Report

• Report Details - Reports are listed in two categories, Organization and MSP Only
• Select the Report(s) you would like for the Customer Organization.

• Select the Organization you would like to Report on

• Select the Recipients you would like to have Report(s) emailed to
• Click on the Save Button when finished