1. Navigate To Your Custom Report

   

2. Click on Share in the top right and Share via email

   

3. Add one or more staff members by name or email address

   

4. Choose whether you would like to set a recurring message with this report. To send the report one time, select "none."

   

5. As an optional step, add a message.

   

6. Decide whether to schedule this message for later, or send immediately. If scheduling, select a date and time on the next screen.

   

2. Click on Share in the top right

3. Add one or more staff members by name or email address

4. Choose whether you would like to set a recurring message with this report. To send the report one time, select "none."

5. As an optional step, add a message.

6. Decide whether to schedule this message for later, or send immediately. If scheduling, select a date and time on the next screen.