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Schedule a Report Show All Scheduled Reports
Choose your schedule options
Create your own report or Click here to select a Vanguard template report
Step 1: Select Your Office:
Step 2: Choose Report Name (Modify this field to your liking, this will also be your Email subject)
  Temporarily disable schedule 
Send in which format
Step 3:  
Report frequency:
Days:   Selected Days:

Hours:   Selected Hours:

Step 4: Time zone: 
Step 5: Show data with beginning day(s) before today
Choose your report options
Step 6:
Select your fields:   Selected fields:  
Please select the columns to be reported Fields listed below will appear in your Excel report  

(To change the order of the columns on your report select a column then use the Up or Down buttons below)
Sort By: Custom (To customize the sorting on your report, please click on this check box for sort options.)

Step 7: Filters
Receiving Status:
Confirmed on Board Status:

Step 8: Send copy of report to additional e-mail addresses:
Email Address(es)
  Note: Please use a semicolon (;) to add multiple Email addresses.

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