How to automate reports to email?

This procedure will allow reports along with custom reports to be automatically emailed to users. This is done on a user level so each user would need to follow this procedure.

Click on your profile in the top right of the screen.

From here can click on Report Export Settings

Click Add New button on user role desired. Some may see multiple user roles as he or she may carry multiple user roles. 

Choose Report from the drop down list and save changes.

Use Add New Record button. 

Can now set parameters of report you wish to be emailed and toggle on the email report toggle. Please note that if using in period dates will need to set dates as needed as system will not set dates automatically when reports are run. When done use Save Changes.


**See How to run reports in LendingPad LOS? article on how to create a custom report.**