Scheduling a Contact Report

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

Follow these steps to schedule the contact report:

1. Go to 'Contacts'

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

3. Click on 'Menu Gear' at the top right corner

4. Select 'Schedule Report' option

5. Customize 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.

6. Click on 'Schedule' again to schedule the report

Modifying Schedule

Follow these steps to modify or cancel the schedule:

1. Go to 'Contacts'

2. Click on 'Menu Gear' at the top right corner

3. Select the 'Schedule Report' option

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