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How do I…?

Signing in and the app7
Doing jobs13
Checking jobs and running the team10
Setting up and managing17
Collection, intake and gate7

By type of organisation

How do I get the report emailed every month?

Manager

  1. Open Report Schedules.
  2. Under New schedule, choose the report, how often, and who receives it.
  3. Click Create schedule.
Scheduled report delivery, with Create schedule highlighted
Scheduled report delivery, with Create schedule highlighted

More detail: Month-end and year-end

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