Skip to main content

▶️ Scheduling Reports

Learn how to schedule a report that you can get via email

Updated over 2 months ago

Video Content Outline

  • Select desired report type

  • Select filtering criteria first

  • Then click refresh to generate report

  • Click on actions menu (three dots) to save or schedule reports

  • Click "Download" to export or "Schedule Delivery" to automate

  • Enter desired schedule information

  • Adjust filters as needed

  • Add messages in "Advanced Options"

  • Click "Save" to finish scheduling

  • Click "Send now" to request a scheduled report on demand

Benefits of Scheduling Reports

  • Save time by scheduling reports

  • Export reports to integrate into independent systems

  • Display currently needed information


Related Articles


Have More Questions?

Contact Carrier at lynx-support@carrier.com for more information.

Did this answer your question?