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Email a report on a schedule - Product News

Send any report's file daily, weekly, monthly or quarterly to your Administrators and up to 20 other addresses, and see what each run did.

Published

ForAdministrators

What's new

  • Scheduled reports. Schedule on a report emails its CSV, XLSX or PDF file on a daily, weekly, monthly or quarterly schedule, at a quarter-hour time in your organisation's time zone, to the Administrators you tick and up to 20 other addresses, with your own subject and message. Tick Send only when the report has rows to skip empty runs. See Schedule a report.
  • Run log. Once a report has a schedule, its Run log tab shows every run with its start, finish, rows, file size, recipients and outcome, including why a run failed. Pause, resume or delete a schedule from the same panel; a schedule whose Administrator loses access stops and says so.
  • Files over 10 MB. A file too large to email isn't attached. Administrators get a link to the report's Run log, where Download on the run gets their copy for 24 hours.