Scheduling a Contact Report

It is the automated process of sending contact reports to defined email addresses of either single users or multiple users either on a daily or weekly basis.

In order to schedule the contact report, you can follow the following steps;

• Go to 'Contacts'

• Select the 'Columns' that you want it to be part of the report

• Click on 'Menu Gear' at the top right corner

• Select 'Schedule Report' option

• Customise the report with the available options, e.g., report with unique contacts, frequency of the report, time to receive the report, stakeholders whom the report needs to be shared with, etc.

• Click on 'Schedule' again to schedule the report

Modifying schedule

To modify or cancel the schedule, you can follow the following steps;

• Go to 'Contacts'

• Click on 'Menu Gear' at the top right corner

• Select the 'Schedule Report' option

• Click on 'Modify' or 'Cancel' post making changes in the selection as per your preference