Share Report via Email Follow

This feature is available in our selected plans only i.e. Boost & Enterprise.

Let's see in brief about this feature and scheduling emails to share Reports with preferred internal users at a specified frequency.

• Email Report

• Manage Recurring Emails

Email Report

• Firstly, navigate to the Reports page from the sidebar menu.
• Here, you will see the list of Reports.
• Click on the Actions button beside the Report name
• Hit, Email Report
  
• When you click on it, a prefilled popup will appear where you can change the following options:
  • Email Subject
  • Recipients - the internal Salesmate users with whom you want to send the email
  • Additional Recipients - specify the email addresses of people who don't have a Salesmate account but you wish to send an email
  • Email Body - enter the text that will be content of the mail

  • Recurring Emails - enable this option to send emails to the selected recipients on a Daily, Weekly, or Monthly basis as per the time and frequency you choose.

    • Recurring options that are available: Daily, Weekly, and Monthly.
    • If chosen Daily, you get to select the time too at which the mail will be sent on a daily basis.
    • If chosen Weekly, you get to choose the day and time.
    • If chosen Monthly, then you can choose the day from '1 to 28' or the last day of the month and the time at which mail will be sent.
  • Choose Widgets - Choose to select a few or all the widgets that should be included in the email.
  • Report Type - Choose whether the widget/report should be shared as an inline image or PDF.
  • Format Options - Choose whether multiple widgets should come in a page or a single widget.
  • Applicable Filters - Choose the filters that you want to apply before sharing the dashboard (Global filters are not applicable over here)
• You also get an option to preview the email.

Manage Recurring Emails

• On the Reports list, click on the Report Name where the Type is Scheduled
• Here, you will see the message "This report is scheduled, View Details".
• Click on View Details to manage the Scheduled Emails
• Now you will see the list of Recurring emails set for the particular report.
• By clicking on Email Subject a popup would appear.
• Where you can Edit Information or Delete the recurring email