Setting up Email Delivery of Custom Reports
Custom reports that you have created can be set to automatically send email reports to multiple individuals at pre-set intervals.
🔑 ACCESS LEVEL: Owner or Editor
⚠️ ATTENTION: Delivery of custom reports can only be done with Saved Custom Reports.
- Go to Intelligence > Reports
- Click into the custom report that has been created
- Click Update Details
- Set Email Delivery to Yes
- Key in the details on frequency, who will receive and other information
- Toggle Yes under Send Email When No Results if you wish to receive an email even when there are no reporting results
- If set to No, you will only receive an email if there are new entries matching the specified report criteria
- Toggle Yes under Attach CSV File if you want the report email to include a CSV file
- Click Save Details
