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Schedule Sending Reporting Chart emails

With Full Reporting Permissions, use Configure Scheduled Emails to send up to 5 Reporting Charts as CSV or XLSX.

Written by Kyle Kroeger

Users with Full Reporting Permissions will be able to use the “Configure Scheduled Emails” option to schedule emails with reporting Charts. This new pop-up will allow the selection of up to 5 Charts and the format of the attachment (CSV or XLSX).

Users are able to select the hour of the day and what days of the week or the beginning, or the end of the month as recurring sending options.
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​Note: The exact time an email goes out is not guaranteed.


What's Next?

Learn more about Reporting with our Master Guide below!

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