Schedule a Report

To schedule a report within Manitou, select the record to include then navigate to the reports form on the entity record.  

1. Select the report to schedule. 
2. Click the Plus sign (+).  This loads the Report Scheduling card.
3. Update the report name.    
   1. Name this specific to the customer, dealer, etc. type and the specifics of the report.  For example.  Customer X - Monthly Customer Status.  
4. Complete the Report Details.   
5.  Click Next. 
6. Select the report destination(s).     
   1. ​If overriding the report destination, expand the Advanced section.  
   2. Remember to click Add.  Click Next.
7. Set the Report Frequency.   
8. Click Done.
9. Click the Save icon (💾) to commit the report to the record.  

The scheduled report shows in the listing of reports.