Have a report emailed automatically

Every report can mail itself on a schedule: the weekly overview in your mailbox at 08:00 on Monday, without anyone logging in. You set this per report, in the same screen as the other settings.

Setting it up

1. Go to Reports > Views > Manage reports and click Settings behind the report.
2. Scroll to the Scheduled email block at the bottom of the dialog.
3. Switch Enabled on.
4. Choose a Frequency: Daily, Weekly or Monthly (the 1st).
5. Choose Day of the week and Time for when the mail goes out. With a daily or monthly frequency the weekday does nothing.
6. Choose a Format: Excel, CSV or PDF.
7. Fill in one or more addresses under Recipients.
8. Click Save.

What gets sent

At the chosen moment the report runs in the background with its settings and its saved search, and is mailed as an attachment. A PDF also contains the chart; Excel and CSV contain the table values only, without the comparison line under the cells.

Good to know

• The background task runs every fifteen minutes. The mail therefore leaves within the chosen hour, not exactly on the minute.
• Monthly means: on the 1st of the month.
• Per report it is recorded whether it was already sent this hour, so you never get the same mail twice.
• Sending uses your environment's email settings. If email is switched off for the licence, nothing goes out.
• The report runs as the owner of the report. What that person may not see is not in the mail either.

Who may set this?

You need the right report_manage_report to reach Manage reports and therefore this block.