Scheduling Reports in Sportsman

In this document, we will go over how to schedule reports in Sportsman Web. This new feature will help free up your time spent running the same reports each week, or monthly. Below we take you through a step-by-step process on how to get this setup. If at any time you run into issues, please reach out to one of our Support consultants at 801-572-3570 Option 2 or email us at support@peakinfo.com .

***Note***Not all reports have this feature, please use the guide request form if a report you would like to schedule is missing.

Prerequisites:  The user’s permission to run financial reports within Sportsman is required to set up Scheduling for reports.

This document will cover:

• Adding a New Scheduled Report

• Schedule

• Report Filters

• Maintaining your Scheduled Reports List