General


 

Set Up Automatic Emails for Reports

 

Overview

This function will allow you to set up a recurring report that emails to any email address.

Instructions

  1. Navigate to Reports
    reports_2.png
  2. Select a report
    select_report.png
  3. Apply any desired Filters
    filters.png
    • From/To: Apply a date range
    • Filters: Add filters
    • Fields: View/remove fields
  4. Click Refresh
    refresh.png
  5. Select the calendar/schedule button
    calendar.png
    • Note: This button allows you to set up a recurring report that sends to any address.
  6. Utilize options
    schedule_options.png
    • Schedule: Select from Daily, Weekly, or Monthly automatic reports
      • Days: Select the day(s) to send the report if you choose any option besides Daily
        days.png
    • Start Date/Time & End Date: Select Start Date and End Date (optional)
    • Include Report: Choose to include the report as body content in the email or as an attachment
    • Email Report To: Input email recipients
      • Note: Separate each email address with a comma.
    • Email Lookup: Search for email addresses
      • Click the to add the user
        _.png
    • Auto Dates: Determines the date range you use, relative to the time the report is run
      • Note: You can use this option to tell our reporting engine to always send the report updated for the "next 7 days" or for "this weekend" etc. This will ensure you get a report with updated content every time.
      • Note: When you create a schedule, it is important that you set the Auto Dates setting, otherwise you will receive the exact same report every day.
  7. Click Save
    Save.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback