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Email a report on demand

Quickly send a one off report from the report details window by selecting "Send Now" from the export menu.

Josh Cunneyworth avatar
Written by Josh Cunneyworth
Updated over 2 weeks ago

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.

Finally, you'll enter your recipients' email addresses, as well as a subject line and email body. 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.

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