Report scheduler (coming soon)
This option allows the scheduling of regular emails to notify the required people about key past changes.
You can schedule any report you saved previously with the Save view option.
Configuration
Click on the envelope icon to start setting up the automatic sending of the report.
Activate the green toggle if you want your report to be sent on schedule. If you don't need to send a report temporarily, turn off the toggle.
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.
Set the interval. You can choose weekly or monthly.
The next step is to schedule the start point for sending the report.
Also, set the time and your time zone. This is relevant if you work with distributed teams on different continents.
Set the start date for sending the report. Our system will then start counting down the next sending interval.
Use the preview of the activation time to determine exactly when the report will be sent. You can also check up on the next five runs.
Press the button to save the settings.
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.
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.
Q: How many report recipients can I add?
A: Maximum up to 5 people.
Haven't used this add-on yet, then you’re welcome to try it [free for 30 days]