# Email

## ,*Steps to Schedule any Report to Email* :e-mail:&#x20;

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FqzGFP89j27oAfAU7vYC6%2Fimage.png?alt=media\&token=284e293d-9d3f-4384-9bf2-0218e3359cfc) button.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2Fmo6jBqkYym3Ni5HmVeTQ%2Fimage.png?alt=media&#x26;token=fadef52f-8012-4541-a658-c2c4d621bd8a" alt=""><figcaption></figcaption></figure>

3. **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.**
4. **Pick** the **date & time** and **select** how much data you want to **capture**, and **proceed** to the **next step**
5. **Select** the output option as an email

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2Foe9bjJQ9ZAvT8Lqe30hB%2Fimage.png?alt=media&#x26;token=49a4e694-8060-4b09-a35b-89de4c980a56" alt=""><figcaption></figcaption></figure>

6. **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**.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FEsRaQhqCMXwRfYLkLskP%2Fimage.png?alt=media&#x26;token=41107725-7046-43e7-af96-3a36cf57aad6" alt=""><figcaption></figcaption></figure>

7. **Optional Steps:**

* **Enter CC:** Enter the Email IDs to which you want to **Carbon Copy** the emai&#x6C;**.**&#x20;
* **Enter BCC:** Enter the 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.&#x20;
* **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.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FC8hZL0vq4Ius4c1OhEpM%2FEmail%20output.gif?alt=media&#x26;token=dcf25114-7371-4b88-a009-5c31d4df50e3" alt=""><figcaption></figcaption></figure>

8. **Select Report Format:**  You can choose between **Excel, CSV,** and **PDF** formats for your Report.
9. **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.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FC3bilWSyqnXlcp585y1n%2Fimage.png?alt=media&#x26;token=9bfb5f66-46b7-478c-9b48-39aab41f46cb" alt=""><figcaption></figcaption></figure>

10. **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'.**

11. **Advanced Excel Options**

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FUbBgnGsVLNIajiPj0FYk%2Fimage.png?alt=media&#x26;token=f676d58d-773b-419e-b4f0-32cd0d4feaf4" alt=""><figcaption></figcaption></figure>

* **Header Text:** Add a header to your report, which will be shown at the top of the report.&#x20;
* **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 color, or manually add a hex code.
* **Background Color:** Add a 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 color, 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 **center.** It is set to **'left'** by defaul&#x74;**.**

12. **Finally,** click the **'Save and Continue'** button.

{% hint style="success" %}
:star2: Good Job! You have successfully scheduled the reports to your Email ID.
{% endhint %}
