Email Report Setup

Schedule reports for automatic email delivery. In Reports > Advanced Analytics, select the envelope beside the report to open Email Report. The dialog shows whether that report already has a schedule.

1 Cadence

Choose Daily for every day, Weekly for every Monday, Monthly for the 1st, or Twice a month for the 1st and 16th.

2 Delivery time

Select the sending hour. Times are shown in your local time zone; the report is sent at that hour on the days determined by its cadence.

3 Recipients

Enter one or more email addresses, separated by commas.

4 Summary tone

Choose None to omit the narrative summary. Professional uses a business tone; Friendly is conversational; Enthusiastic is upbeat; Analytical emphasizes figures. Choose Custom to describe your preferred voice. The summary covers the data on the report’s sheet; tone changes the writing style, not the data covered. Select the question-mark icon for examples.

5 Save

Select Save to store the schedule. Reopen the report’s envelope to review its settings.

6 Send Now

Select Send Now for immediate delivery. Check the recipients before sending. Select Cancel to close without saving changes.