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You can schedule any report you saved previously with the Save view option.

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Configuration

  1. Click on the envelope icon to start setting up the automatic sending of the report. 

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  1. Select the recipients of the report. These can be members of your team or people within your organization. A maximum of 5 recipients can be added.

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The author of the report will be added to recipients automatically.

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  1. Set the interval. You can choose weekly or monthly.

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If you did everything correctly, a blue envelope icon will appear next to the saved report template. Hovering the cursor over it lets you know when your next report will be sent.

Watch the video guide

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Q: How many reports can be sent?
A: There are no particular restrictions.
The number of reports depends on the number of saved templates.
Q: What file size will be sent in the report?
The maximum size is 25 MB, which is the limit usually used in mail settings.

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