How do I get a report by email every week?
A schedule emails a report as PDF or Excel every week or every month, to the people you list.
Reports → Email schedules shows for people who may email reports on a schedule.
Make a schedule
- Press New schedule, or Schedule on a report in the catalogue.
- Pick the Report. For the gap analysis, also pick Group by.
- Choose Every week or month.
- Pick the Day of the week, or the Day of month, and the Time.
- Choose the Format: PDF or Excel.
- List the Recipients, separated by commas. Your own email is filled in to start with.
- Leave Active on, and save.
The list
| Column | What it shows |
|---|---|
| Report | With who owns the schedule |
| When | For example "Mondays 08:00" or "Day 1, 08:00" |
| Format | PDF or Excel |
| Recipients | The first, and how many more |
| Last sent | When, and whether it went |
| Status | Active or Paused |
Send now sends it at once. Edit changes it; switch Active off to pause it. Delete removes it.
The weekly dashboard email
Separately from these schedules, the company can send the weekly dashboard to everyone each week (Monday 08:00 unless changed). It is the "Weekly dashboard email" setting under Setup → Settings → Reminders.