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 Main Menu > Reports > Manage Reports, or generate an instance of your report by following steps 1 to 4 of the guide.
2. Select the report you would like to manage, and a new pop-up window will appear.
3. Select the Schedule option from the left when editing the report.
4. Enable the Scheduling active toggle to the right.
5. Define your submission schedule as desired.
- Frequency: how often will the schedule be repeated to be sent?
- Send time: What time will the report be sent?
- Date range: the span of data included in the report.
6. Select the Send via email option.
- Send to: select a Group that contains user/s who have an email address in their properties. You can easily check if that Group has users with emails if you go to Groups and check the selected users.
7. Finally, click on Save and Run to preview the results.
Manage Reports List
You can view the scheduled reports in the Manage Reports window, where the corresponding button icon is highlighted. To modify a schedule, click the icon to open the customization window. Alternatively, you can edit the report instance and then select Schedule to make your changes.
Manage Scheduled Reports:
You can view the status of all scheduled/sent or failed to send reports by navigating to Main Menu → Site Admin → Scheduled Reports.
For more information, refer to the details provided in this article: Manage Scheduled reports
Set maximum attachment size limit
The size limit for a report to be sent via email is defined in Main Menu > Site Admin > Account Settings > Email Providers. Here you can set the maximum attachment size.
- Any value over this size limit, will be sent via email link instead. Verify your email provider's max size limit (e.g.: Gmail's max file size limit is 25 Mb).
- The email link works when the report is set to be sent in HTML format.