Send Saved Report Emailing
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule.
How do I schedule daily email reporting?
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule by going to Reports/Send Saved Reports.
Configuring your Reports
- Reports can be sent daily, weekly, monthly, yearly: Best practice is to set up saved reports that are generated for a time period vs a specific date or date range.
- If a report is being sent to more than one email, the emails need to be semi-colon or comma separated.
- Send Schedule: Will be the day of the week or month and time that the report gets generated (but not sent)
- Report Format: Allows you to have the report sent to you either embedded in your email or attached as a CSV, Excel, or PDF
Scheduling Send Saved Reports
After navigating to Reports/Send Saved Reports you will see a listing of all saved reports.
To schedule a report to automatically email:
- Click to highlight the report and select “Edit Send Saved Report”.
- Enter the email address in the “Recipient Email Addresses” field. Separate multiple email addresses with a semicolon or comma “ ; “ NOTE: Do not leave spaces between the email addresses
- Select the day(s) of the week that the report will be emailed.
- Select the time of day that the report will be generated. Reports will be generated at this time and emailed on a predetermined time decided on during implementation.
- Click “OK”.
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