Scheduled Reports allow you to set up monthly or quarterly Hardware Lifecycle Reports to your clients. Once they're set up, you're done.
To do this, just turn on the reports. Then, select monthly or quarterly. You can even customize the email template.
This brief step-by-step process will have your Scheduled Reports set up quickly.
From your Organizations page, select one of your clients and click Set Up Scheduled Reports.
From the client's Scheduled Reports page, you can toggle them on or off, and also select monthly or quarterly from the drop-down menu. Add as many recipients as you'd like.
Scheduled Reports should now be set up successfully. We recommend clicking Send Test Message to make sure everything is set up as intended.
Updated 4 months ago
The reports are scheduled, so let's see about editing that email template
|Edit the Scheduled Reports email template|