Article

    Scheduling Emailed Reports

    1 min read
    Last updated 1 day ago

    To schedule emails of Reports and Boards create an automation with the Trigger of Scheduled.

    • Set your cadence for email delivery - Daily, Weekly, Monthly, or Custom
    • Set the time of day for email delivery
    • Add a "Send Report" step to the automation
    • Select the Report or Board you would like to schedule send
    • Select the individual or group you would like the scheduled email delivered to
    • Add an email subject
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