Schedule reports to be sent automatically via email

This guide shows you how to create reports to be sent automatically via email.

Configuration

1. In your application, go to Reports > Manage Reports, or generate an instance of your report by following the steps 1 to 4 of the guide.

2. When editing the report, select the Schedule option from the left.

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3. Enable the Scheduling active toggle to the right.

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4. Define your submission schedule as desired.

  • Frequency: how often the schedule will be repeated to be sent.
  • Send time: what time the report will be sent.
  • Date range: the span of data included in the report.

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5. Select Send via email option.

  • Send to: select a tag that contains user/s that has an email address in their properties. You can easily check if that tag has users with emails if you go to Tags and check the selected users.

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5. Finally, click on Save and Run to preview the results.

Set maximum attachment size limit

The size limit for a report to be sent via email is defined in Site Admin > Reporting > Reporting Settings. Here you can set the maximum attachment size.

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  • Any value over this size limit, it will be sent via email link instead. Verify your email provider max size limit (e.g.: Gmail max file size limit is 25 Mb).
  • The email link works when the report is set to be sent in HTML format.