From the My Tools menu, select Saved Searches – you will land on your saved Project Searches (this guide applies to all search types):

(scheduledmytools)

- Click the Alarm clock below the search that you wish to schedule
- In the expanded window select the day (or days) for your schedule. Choose:

  • a day or multiple days (for weekly scheduling), or
  • 1st or last day of the month

- Pick a template for the Excel file
- Save

The template name and schedule will show below the search

(scheduledsetschedule)

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