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Schedule Sending Reporting Chart emails
Schedule Sending Reporting Chart emails

How to schedule and send Reporting Charts

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated this week

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.

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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