Table of Contents

Scheduled Breakout Reports

With this feature you can schedule an email for a breakout report. The email gets sent over according to the frequency you select.

Adding a scheduled breakout report

  1. Select Management > Report > Breakout.

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  1. From the new screen, click the + button.

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  1. Enter the name, email address, and select the frequency,
  2. Click Save.

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View a scheduled breakout report

View the reports by clicking the View Schedule Reports button.

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Select the recipients and schedule the reports

Select the recipients by choosing from among your customers and providers. You can also choose the time period you want to schedule the reports. To complete this action:

  1. Click the arrow sign to choose report recipients.
  2. Select the customer’s list, provider’s list, and destinations in your account.

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  1. Click the text box on the left to open a menu where you can select the report's time.
  2. Select Custom Range to enter a cutomized timeframe.

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  1. Click Apply.