How to Automatically Email Reports

No-one likes having to export and email reports – so we’ve made it so you don’t have to. We provide the ability to schedule reports to be sent out on a regular basis via email.

So for example, if you wanted to send a report listing new people added to the database on a Wednesday afternoon to your pastor, that can be done using our emailing feature.

To access this feature, simply go to the ‘Reports’ page in the Admin Area and you’ll see below each report an ‘Email’ link.

From there, you can setup the schedule. Once you’re finished, click save and your report will be sent automatically set out.

If the report has been made private, even if the recipients of the email have not been giving sharing access to the report, they will still have access to viewing the report.

Super Admins have the added ability of viewing all scheduled report emails, scheduled by them or others. The list can be found under Reports > Scheduled Report Emails.

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