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Scheduling an Automated Report

The Counts and Crosstabs with Formats tool will allow you to create reports on specific data points. You can schedule these reports to automatically send out to your team mates daily, weekly, or monthly.

Step 1: Create a list for Counts and Crosstabs

Your first step in setting up your report is to narrow your list to the individuals that you want to target in your report. You will need to save this list as a dynamic list so that your report can be updated on a regular basis.

Step 2: Create your Counts and Crosstabs format
You can create a format that lays-out the data points you want to report on.

Step 3: Scheduling your Report
Schedule your reports so that they automatically get sent to the members of your team on a daily, weekly, or monthly time-frame.