One way you can share a report with others is to set up a schedule to automatically send reports to other users on a regular basis. For example, you could set up a specific report to be sent to certain users on the first day of every month.
📌TIP: Use our interactive walkthrough of how to set up a schedule for a report.
Click the Reporting tab.
In the left-hand menu, click Reports. You can see your 'Published' and 'Draft' reports.
Click on the option where the report sits currently, for example, Published.
Click on the report, then click View/Schedule.
In the top right within the Schedule section, click New schedule.
A new window appears.
If required, you can amend the name of report for the attached PDF. This doesn't amend the name of the report within Futrli.
Under Recurrence, select how often you want this report to be sent. This can be:
Does not repeat
Daily
Weekly
Monthly
Quarterly
Annually
If you set a regular period, select when you want it to be sent and select whether you want the report to be reviewed before it is sent.
Select which invited Futrli users you want to send the report to.
Enter a subject line for the email and text for the body of the email. You can click Preview email to see how the email looks before you schedule it.
When you're ready to send it, click Schedule PDF report.
You can then see the scheduled report in the Document manager section along with a list of other scheduled reports or reports waiting to be reviewed.