How do I download and schedule recurring reports?
The Review Summary section lets you download and schedule reports on a recurring basis.
Path: MPC Dashboard > Reviews
Step 1: On the top right of the Review Summary screen click on the Export dropdown menu. You can select PDF to download a report right away or schedule recurring reports.
Step 2: Selecting 'PDF' will download the current Reviews Summary page in a PDF document
Alternate Step 2: Selecting Schedule will open the scheduling form which will allow you to control recipients of the report and the scheduled date. The report will be sent to the recipients in the form of a spreadsheet attached to an email on the pre-defined date.
Step 3: Once you have filled in the form click on ‘Schedule’ to initiate the generation of reports.
The Review Summary report is in the form of a spreadsheet will look like this