Transcript of the on-demand training video: How To Schedule Reports

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Thank you for joining us.

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Let's take a look at scheduling reports in the LeaseHawk reporting interface.

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After you choose the report you'd like to schedule, click on the double-disc icon at the top right-hand corner of the screen. Doing so will prompt a request for the type of report you would like to work with. We'll select scheduled report from the drop down, and then we can give it a title and click "save".

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Next the scheduler appears, allowing us to customize our options. Let's choose the frequency to weekly and assign Monday as the day to receive our report. I don't mind leaving the default start and stop dates but if we happen to want the data emailed for a specific duration, then we can make that change here. Next, we can add our recipient email addresses and then choose our time zone. Lastly, the preferred format and then "save".

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Now that we've completed those steps, and going forward, we can access that report here under the "Scheduled" tab. Now, we have the opportunity to dive back into that report if we choose or we can reference details such as frequency and recipients. We can also export and edit the scheduler.

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Thanks again for joining us today. If you have any other questions or need additional resources, please reach out to us at training@leasehawk.com.