Open Overall Reporting

1. In iRealty, go to Reports.
2. Select Overall.
   

This page allows you to schedule a recurring report based on either the default overall report or one of your saved custom reports.

Choose Which Report to Schedule

You have two options:

• Schedule the default overall report: simply click Schedule Send.
  
• Schedule a custom report: open the dropdown, select your saved report, then click Schedule Send.
  

This allows you to automate the delivery of exactly the report you want.

Set Up the Schedule Details

You will now be asked to complete a few setup fields:

1. Schedule Title
   • Enter a name such as Overall Report (usually matching your saved report name).
2. Report Format
   • Choose CSV or PDF.
   • PDF is typically easier for sharing or reviewing visually.
3. Recipient Email Address
   • Add your own email or additional recipients.
   • Click Next.

Choose the Sending Frequency

Select when and how often you want the report delivered:

• Choose the day of the week (for example, Monday).
• Select the frequency:
  • Daily
  • Weekly
  • Monthly
  • Yearly
• Choose the send time (for example, Friday at 9:00 am).

Once confirmed, the report is now scheduled.

View or Edit Your Scheduled Reports

To manage your scheduled reports:

1. Go to Reports.
2. Select Scheduled Reports.
   

Here you can:

• See all active scheduled reports
• Preview the report in a new tab
• Edit the title
• Edit the schedule details
• Delete a schedule you no longer need

This makes it easy to update or refine your automated reporting.

Need Help?

If you have questions about scheduling reports, contact:

support@irealty.com.au