Email

Learn more about how to schedule the reports to your Email ID.

Steps to Schedule any Report to Email 📧

​✔Open the report that needs to be scheduled.

​✔Click the button.

​✔Select how often you want to run the report like Hourly, Daily, Weekly, or Monthly, and proceed to the next step. Click on Save and continue.

​✔Pick the date & time when the reports need to be delivered. Click on Save and continue.

​✔Enter Email: Enter the email address to which you want to send your reports. You can add more than one Email address by separating them with a comma.

​✔Optional Steps:

  • Enter CC: Enter Email IDs to which you want to Carbon Copy the email.

  • Enter BCC: Enter Email IDs to which you want to Blind Carbon Copy the email. This step is Optional.

  • Reply Email: Enter the Email address to which the person on the receiving end can reply.

  • Personalized Fields: The tool makes it convenient to draft the e-mail. You can drag and drop the personalized fields into the Subjects box or the Contents box.

  • Email Subject: Write a brief subject for the email.

  • Email Contents: Write a brief description of the scheduled report for your recipient.

​✔Select Report Format: You can choose between Excel and CSV formats for your Report.

​✔Select Attachment Type: You can choose between Zip, File and Link type for your email attachment.

  • .Zip: You will receive the report in a compressed .zip format. The file is low in size. The report is contained in the file. The report can be viewed by extracting it from the .zip file.

  • File: You will receive the report file as it is, in the email attachment.

  • Link: You will receive a download link for the report, in the attachment. You can download the report by clicking on the link.

​✔Ignore Blank Reports: Choose whether you want to receive a report without any active data.

For Example, you have scheduled a Daily Sales Report. Let's consider that one of the days, there were no sales in your store. If you don't want a report without any data, then select 'Yes'. If you still want to go ahead and receive the empty report, then select 'No'.

​✔Advanced Excel Options

  • Static File Name: You can choose to have a static/fixed file name for the scheduled reports. Normally the file name changes according to delivery date & time.

  • Header Text: Add a header to your report, which will be shown at the top of the report.

  • Text Color: Add a custom color to the Header text. The color is set to Black (000000) by default. You can double click on the field and select a colour, or manually add a hex code.

  • Background Color: Add custom background color for the Header cell. The color is set to White (FFFFFF) by default. You can double click on the field and select a colour, or manually add a hex code.

  • Text Size: You can vary the text size from 12 to 24. It is set to 12 by default.

  • Text Alignment: You can align the text in the cells to left, right or centre. It is set to 'left' by default.

​✔Finally, click the 'Save and Continue' button.

​🌟 Good Job! You have successfully scheduled the reports to your Email ID.