How to email a report on demand
It's possible to directly email a report from within the platform, without the need to download or schedule it.
To start, click the report in question to open its settings. You can do this with reports that have been scheduled, or are currently unscheduled. Simply click the appropriate tab at the top, then the report in question.
Then, click the Share button in the upper right part of the screen and select "Send Now" from the drop-down options.
You can then select the date range you want to cover in the report, as well as a comparison period, and whether or not you'd like the report to be a dynamic report, with a date range selector for customers.
Then, you'll enter your recipients' email addresses, as well as a subject line.
Finally, you can fill in the email body. There you can input the content of your email with the rich-text editing, which includes:
Bold text
Italicize text
Underline text
Change font size
Change font type (standard email font are available)
Change font color
Insert tables
Create bullet points
Insert images
Insert links
Change alignment
Once complete, click "Send" and your report will be emailed!
As a note, if an email recipient replies to a report email, that response will go to the email address used for the account Admin.





