Schedule a Report.

Schedule a report to run daily, weekly or monthly and view all these reports in a single tab.

There are 2 ways to schedule a report in AR Workflow:
  1. Schedule a Custom Report that you've created from the Custom Reports tab.

  2. Schedule a fresh report from the Schedule tab.

To create a new Report Schedule, click the + Schedule button from the Schedule tab in the Reports Section or select Schedule from the Custom Reports tab.