Title: Automating Schedule of Emailed Reports
This document illustrates how to send or "push" a report from the system in an automated fashion on a regular basis.
What’s covered in this document:
Save the Schedule. This will set up the system to send the Broadcast email with the report link to users in the approval groups or organizations specified previously.
(Optional) Clicking Preview will show a list of users to which the Broadcast will be sent. The users can then be selected/deselected as recipients for the Broadcast. This option is available only if you edit the reminder, not if it is run via the scheduler.
(Optional) Navigate to Admin > Schedule and review the details of your scheduled Broadcast.
The user will receive an email from the system with the URL to the report in the message field. The system will not generate the report in a specific file format, or attach to the email. The user will simply be presented the link to the report, and display the data when selected. If not already logged in, the user will be taken to the login screen to enter their credentials.
Help Docs - Emailing Reports