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 Send via email on the right.

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4. Define your submission schedule as desired

Note: for the option Send to, you have to select a tag that contains user(s) that have an email address on their properties. You can easily check if that tag has users with emails if you go to Admin > Tags and check the selected tag properties.

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

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If you need to edit the parameters again, go to Reports Manage Reports and click the edit button.

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Which is the file size limit to send a file via email?

In Site admin > Reporting > Reporting Settings set the maximum attachment size to send via email.

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  • Any value over this size limit, it will be sent via email link instead.
  • Verify your email provider documentation about the max size limit it can handle (e.g.: Gmail max file size limit is 25 Mb).