Send scheduled reports via email

Modified on Wed, 24 Feb 2021 at 02:11 PM

Now you can send standard and custom reports with email. 

A Routine is an action that can be programmed to occur at a specified date. It will send a pre-canned Email with an attachment to a fixed Email address.

To set it up please navigate to  SETTINGS->ACCOUNT->ROUTINES.  


Enable: Yes 

Name: Give your Routine a name so you can have a clear overview of your routines. 

Frequency: Set the frequency of the routine to trigger (daily, every Monday, first day of the month, etc.)
Time: Set the time of the day at which you want the routine to run. The system will use the time zone you set. 

Email to: The email address of the recipient. Add multiple recipients one per line.

Email Subject and text: Enter the email subject and text that will be sent. 

Report: Choose the report that should be scheduled. 

Property: If you have access to multiple properties, choose here if the report should apply to all or a specific one.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article