Page 65 - Supervisor_Manager Training Manual

Manager/Supervisor Training | Last Modified: 05/11/2020
9. Your chart will display

10. To add additional charts, select the Add Chart option again and build the new report parameters
11. To remove or edit a chart, select the ellipsis next to chart and Remove or Edit

Automating Reports
Once you have created and saved a report you can schedule it to automatically email to yourself or
others.

Note: This can only be done on reports in which you are the “report owner”

1. Open the saved report
2. Select the ellipsis (…) next to the report filters on the right-hand side
3. Select Manage Email Schedule…

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