On your 'Admin' page, go to 'Roster reports':
Create the report that you would like to have sent a repeating schedule. As an example, a new shift report which can be created by clicking on the +Create new shift report.
Make sure to save your report. The name that you give to your new report will appear in your list of reports, for example: "Monthly shift report".
Return to the 'Admin' page and search for 'Scheduled reports':
Click on '+Add':
A. Give a name to your scheduled report
B. Select the report you just created under 'report settings'
C. Set the report start date, frequency of sending, and the timing of sending the report
D. Select your recipients
Once saved, the report is ready to be automatically sent from HosPortal