- Help Center
- Reports Tab
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:-
Schedule a Custom Report that you've created from the Custom Reports tab.
-
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.