To schedule a report, navigate to the Reporting page on the main menu and click Schedule a new report.

Select a report from the available list, enter a description and the email address where the report should be delivered to.

Select between the following reports from the drop down menu:
Quotation Data - Weekly
Quotation Data - Monthly

Filters to control the Account and specific PO can be applied on the subsequent pages.

Reports scheduled will be run overnight automatically with the report delivered directly into your inbox. These reports will run daily, weekly or monthly (1st of the month) based on the report type selected and will continue to run until the report is deleted.