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Automated report emails

Schedule saved reports to be emailed automatically, set the frequency, send time and sender address, then preview and test run the email.

Choose reports to send


1. Click "Report Center"

Zigaflow Dashboard with the Report Center menu in the top navigation bar highlighted, next to CRM and Configure

2. Click "Saved Reports"

Dashboard with the Report Center menu open and Saved Reports highlighted below Report Studio

3. Click "Create Email Summary"

Reports list with Module and Report Type columns, with the Create Email Summary button highlighted at top right

4. Select the reports to send

Saved Reports list with one report already checked and the checkbox for AA - Last Week's Sent PO's highlighted

5. Click "Create Email Summary"

Report list with Module and Report Type columns, with the green Create Email Summary button highlighted beside Cancel

Set the schedule

6. Set the frequency

Email Summary panel with the Email Frequency dropdown open, showing Every Monday highlighted and other weekday options

7. Set the time to send

Email Summary panel with the Email Trigger Time field set to 08:00 GMT highlighted, just below the Email Frequency dropdown

8. Toggle whether to show the details on the report

Email Summary panel with the Include Detailed List with Report checkbox highlighted under the first Report Modules entry

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

Email Summary panel with two report modules listed and the Add Report button highlighted beside Report Modules

10. Select the new report

Automated report email panel with the new Report dropdown open and "Invoices: AA - Last Week's Invoices Sent & Paid" highlighted

Set up the email

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

Automated report email settings panel with the From Email Address field highlighted below the Send Summary to field

12. Enter any email text you require here

Automated report email panel with the Email Content text editor highlighted, below the Send Summary to, From and Subject fields

Preview, save and test

13. Click "Preview" to check the reports

Automated report email settings panel with Preview button highlighted next to Save, below the email content and Activated box

14. Save the email

Automated report email settings with Email Content editor and Activated checkbox, Save button circled in red beside Preview

15. Click "×" to close the panel

Email Summary panel with saved report settings, close "×" button highlighted in the top-right corner

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

Email Summaries table with the play button highlighted on the Back Orders row to test run the scheduled report email

Learn more: reporting in Zigaflow

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