Scheduled reports can be set up to be automatically emailed to a list of recipients. This can be done by navigating to the Report Schedules in the settings, adding a new schedule, selecting the report to be sent, adding the recipient emails, and setting the day and time for the report to be sent. The schedule must be enabled for the report to be sent automatically.
Setting up Scheduling
Navigate to Settings > Reports > Report Schedules in INDY admin
Select “Add Report Schedule”
The pictured modal will pop up
Set a name to identify the report schedule
From the Report dropdown select the report that you would like sent
Add the list of email addresses that you want the report to be sent to
Adjust the Day of week option if you would like the report to be sent on a specific day of the week
Adjust the Days of the month option if you would like the report to be sent on a specific days of the month
Set the hour of the day that you would like the report to be sent
Check the Enabled checkbox to enable the scheduled sending of the selected report