Schedule a Report to Email
Learn how to schedule reports to be automatically emailed in just a few simple steps.
Assisty provides the ability to schedule a report to be automatically emailed to you or other recipients on a specific date and time. This feature allows you to receive the report in your inbox without manual intervention. Follow the steps below to schedule a report to email:
Select a Custom Report:
Choose the custom report you want to schedule from your saved reports or custom report library. This report will be used as the basis for your scheduled email. You can create a new custom report here
Set Interval:
Determine the frequency at which you want the report to be sent via email: daily, weekly, or monthly. Select the appropriate interval based on your reporting needs.
Choose Delivery Time:
Specify the time of day when you want the report to be sent. Set the delivery time that best suits your schedule and ensures timely access to the report.
Define Output:
Select the file format you prefer to receive the report in: CSV, Excel, or PDF. Choose the format that is most convenient for your data analysis and sharing requirements.
By following these four steps, you can easily schedule a report to be automatically emailed to you or other recipients. This feature allows you to receive the report regularly and conveniently, keeping you up to date with the latest data and insights.
Assisty provides the ability to schedule a report to be automatically emailed to you or other recipients on a specific date and time. This feature allows you to receive the report in your inbox without manual intervention. Follow the steps below to schedule a report to email:
Select a Custom Report:
Choose the custom report you want to schedule from your saved reports or custom report library. This report will be used as the basis for your scheduled email. You can create a new custom report here
Set Interval:
Determine the frequency at which you want the report to be sent via email: daily, weekly, or monthly. Select the appropriate interval based on your reporting needs.
Choose Delivery Time:
Specify the time of day when you want the report to be sent. Set the delivery time that best suits your schedule and ensures timely access to the report.
Define Output:
Select the file format you prefer to receive the report in: CSV, Excel, or PDF. Choose the format that is most convenient for your data analysis and sharing requirements.
Conclusion
By following these four steps, you can easily schedule a report to be automatically emailed to you or other recipients. This feature allows you to receive the report regularly and conveniently, keeping you up to date with the latest data and insights.
Updated on: 06/07/2023
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