Scheduled report emails
Email a saved report's main numbers weekly or monthly, with a live link.
- Open a saved report for a client.
- Click Email.
- Pick Weekly and a day, or Monthly and a day of the month (1 to 28).
- Pick the time. Times use your workspace time zone.
- Type up to 10 email addresses and click Save schedule.
- A weekly email covers the 7 days before it is sent. A monthly email covers the previous calendar month. Both compare with the period before.
- Each person gets their own email, so recipients do not see each other's addresses.
- The email has a live link to the report, with no password and no end date.
- Limits: 5 schedules per report and client, 50 active schedules per workspace, and 200 scheduled emails per workspace per day.
- Pause stops a schedule. Resume picks the next send time from now, so missed emails are not sent late.
If the panel says email sending is not set up on this server yet, schedules are saved but nothing is sent.