# Email

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

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](/files/fnY7kFqFc88fDW0jZ2ig) button.

<figure><img src="/files/AzGFBoXe5P2cAnRD6ivF" 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="/files/jStDRTbhflFHDVbtzpdh" 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="/files/Oi48gWa6LMWodCfE9CEB" 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="/files/fLfjSF1EYe0W4twL0iQ9" 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="/files/hpfsLv1hoa6zbhv8fKDL" 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="/files/vw0ornf9ppS5FlIYoxoo" 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 %}


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