How to Generate a Scheduled Report

Overview

Clarifresh enables summary reports to be automatically generated and sent to a designated notification list. This ensures that key stakeholders receive timely updates without manual effort.

Steps to Create a Scheduled Report

1. Create a Report

   • Navigate to the Reports section in Clarifresh.

   • Generate the report by selecting the relevant filters and data points.

2. Schedule the Report

   • Click on the Schedule icon:

   • Set the time and frequency for the report to be sent.

   • Specify the recipients who should receive the report.

   • Once the schedule is saved, the icon will appear in green instead of its original black color.