How to Schedule Reports in 1Stream

This article will provide a walkthrough on how to schedule reports in 1Stream.

How to Schedule a Report

1. Log into the 1Stream portal. 
2. Click on the Reports icon. A drop-down menu will appear with the available reports. 
3. Select the desired report. A pop-up will appear with the report's name and visual data, if available.
4. Adjust the Date Range as desired.
   1. If the date was adjusted, click on the angle button to search the new dates. 
5. Click on the Calendar icon to schedule the report. The Report Schedules pop-up will appear.  
6. Click on the Add Schedule button. The screen will refresh.
7. In the Title field, name the scheduled report's name.
8. Click the Add button. The Screen will refresh.
   
9. In the Recipients field, input the desired recipients' email addresses. 
10. In the Type drop-down, select the desired option.
11. In the Run Time field, select the desired time for the report to run. 
12. In the DOW section, select the desired days of week for the report to be ran on. 
13. In the Start Date drop-down, select the desired start date for the scheduling to start. 
14. In the End Date drop-down, select the desired end date for the scheduling to start. 
15. Click the Save button.