In the Reports section, under Schedule Email Reports, you can set up automated email reports to keep your clients or team updated.
After selecting Create email report, you’ll see the Create New Email Report form. This form allows you to customize and schedule email reports for automatic delivery.
Here’s how to fill it out:
Report: Choose the report you want to send from the dropdown menu.
Sender Information:
Sender Email: Specify the email address that will appear as the sender.
Sender Name: Enter the name that will appear as the sender.
Recipient Information:
Send to: Input the email addresses of the recipients. Multiple email addresses can be separated by commas.
Email Title: Customize the title of the email. By default, it includes the project name.
Message: Write a custom message to include in the email body. The default message template references the project name and report date range.
Send Frequency:
Choose the frequency (Weekly or Monthly).
For weekly reports, select the day of the week to send the report.
The next report’s scheduled date is displayed below.
Actions:
Send test mail: Click this to send a test email to check formatting and delivery.
Save: Save the report schedule.
Cancel: Discard any changes and close the form.
Once saved, the report will be automatically emailed to recipients on the set schedule, keeping your team or clients updated with regular insights.