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Can I get reports emailed to me automatically?

  • August 12, 2020
  • 1 reply
  • 213 views

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Can I set up my reports in such a way that I am regularly emailed a PDF version?

1 reply

Eric Fitz
Employee
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  • Employee
  • 1630 replies
  • August 12, 2020

Using the Schedule report button, you can select who on your team should be emailed a PDF of either the Conversations or Responsiveness report automatically on a daily, weekly or monthly basis.

 

You’ll find the Schedule report button at the top of the reporting page:schedulereport

When selecting to schedule a report, don’t forget that you must apply a relative date filter to your report (e.g. past week, month to date) instead of a filter between two specific dates.

 

At the time you’ve scheduled, the recipients you’ve selected will each receive a copy of the report in a PDF attached to an email. Your recipients will be able to unsubscribe from a report at any time if they no longer want to receive it.


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