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Create a report without setting a "send" schedule
Create a report without setting a "send" schedule

Create your report as usual, and select "Save & Exit" when finished with the report design editor.

Matthew Davis avatar
Written by Matthew Davis
Updated over 2 years ago

How to create a report without setting a "send" schedule

Step through the report creation process as usual.

When finished designing your report, click save in the upper right hand corner of the design editor.

To share this report manually, click the Share button in the upper right, then select your share method.
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You can choose to Download PDF, Send Now, or generate a share link to a web version of this report.
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