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	Scheduled Reports
No Scheduled Reports available

Schedule a Report

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

CSV

EXCEL

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.