Daily Email Reports

Daily Email Reports

Daily Email Reports



Daily Email Reports allow you to configure an email containing multiple reports and dashboards to an unlimited number of recipients. Each recipient can receive a different version of the email report.

 


Set the Send Time

This is the time the report will send. It should be set between closing time and before the system resets to the next day at 4AM. NOTE: If the report is sent mid-day or after the 4AM reset, it will not show a full day's worth of data.


  • Click the Set Email Send Time button
  • Set the Daily Report Send Time in the panel
  • Click the Save button to save your settings.



Manage Recipients

  • Click the Manage Recipients button

  • Click the Add Recipients button

  • In the Edit Recipients panel:

    • Add the email address for the recipient

    • Use the arrows to open the sections to view the available reports

    • Select the toggles for the reports to include in the email.

    • Click the Save button to save your settings

    • NOTE: The recipient will recipe the email next time the Daily Email Reports are sent out.




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