How Do I Send A Branded Report Now Or Set It Up To Email Out Automatically?

1. To email a Custom Report, go to Measure and select My Reports from the drop-down menu.

2. Select the report you would like to email or schedule a recurrent report to be emailed.

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3. Click the email button as shown below.

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4. The following Email Settings pop-up will appear.

  • Send to -  Add the email address/es you want to send the report to, making sure to separate multiple email addresses with commas (,).
  • Subject -  Add the Subject that will be displayed on the email containing the report.
  • Message - You can then add the message that will appear in the body of the email.
  • Frequency - If you want to set the report to email out automatically, please select whether you want the report to be sent out every month, every fortnight (two weeks) on a Monday, etc. from the drop-down menu. If you set a report to be emailed monthly, it will be sent on the 1st of every month.
  • Cover page options - Choose the type of cover page you would like to include for your reports or remove the cover page completely.

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5. Click Send Now to send the report immediately, or click the Save Settings button so your report will be emailed out according to the frequency you’ve selected in the drop-down menu.

 

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