Email Reports on Schedule

For some businesses, you might need to email memorized reports regularly at different times. We have a functionality that automates this action.

To set up Email Reports on Schedule, follow these steps:

Please note, you can email Memorized and Standard Reports on schedule. The example below is performed using Memorized Reports but the process is the same.

Step 1: Go to Reports > Memorized Reports. Note the last column, 'Scheduled'. By default, this will be set to 'N/A'.

Default Memorized Reports Document

Step 2: Click 'Customize' and then go to the 'Schedule' tab.

Step 3: From the 'Schedule Reports by Email' dropdown, select the occurrence you would like reports to be sent.

There are seven options;

• Daily (12am)

• Daily (12pm)

• Weekly (Monday 12am)

• Weekly (Friday 12am)

• Monthly (First day 12am)

• Monthly (First day 12am)

• and the default option, which is 'N/A'

See below:

Step 4: Enter the Email you would like the reports sent to using the 'Email' field. You can insert one or more email.

Step 5: Click 'Memorize'. You will be prompted with a pop-up, you can 'Memorize as a new Report' or 'Update Existing Report'.

Now if you return to the Reports List, you will see the scheduled time and day in the 'Scheduled' column. On this list, you can view all of the reports that are scheduled to be sent via email.

Memorized Reports list with scheduled email occurences highlighted

This is how the email will look to recipients (see below). They will be able to download reports as xlsx. files and view.

If you have any questions about this functionality, please don't hesitate to get in touch with us at [e-mail].