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Automated Report Emails

Create and schedule automatic reports emails

Updated yesterday


1. Click "Report Center"

2. Click "Saved Reports"

3. Click "Create Email Summary"

4. Select the reports to send

5. Click "Create Email Summary"

6. Set the frequency

7. Set the time to send

8. Toggle whether to show the details on the report

9. Use the "Add Report" to add more saved reports

10. Select the new report

11. Add the sending email address in the "From Email Address" field

12. Enter any email text you require here

13. Click "Preview" to check the reports

14. Save the email

15. Click "Γ—" to close the panel

16. Test run the email report by clicking on the play button

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