Sharing custom reports by email keeps your team informed without requiring them to log in and pull data themselves. You can send a report once or set it up to deliver automatically on a recurring schedule, making it easy to keep staff up to date on the metrics that matter. This article covers how to share a custom report via email, including one-time sends, recurring schedules, and delayed delivery. 

How to Share a Custom Report via Email

To share a custom report, navigate to the custom report you want to share. Click Share in the top-right corner of the report, then click Share via Email.

How to Add Recipients to Your Custom Report Email

In the Share via Email window, add one or more recipients by entering each staff member's name or email address in the recipient field. You can add multiple recipients to the same report email.

How to Set a Recurring Schedule for Your Custom Report Email

After adding recipients, choose whether to send the report on a recurring schedule or as a one-time send. To send the report one time only, select None in the recurrence options. To send the report on a recurring basis, select the desired frequency from the recurrence options available.

How to Add an Optional Message to Your Custom Report Email

Before sending, you can add an optional message to include with the report email. Type your message in the message field. This step is optional. The report will send without a message if the message field is left blank.

How to Send or Schedule Your Custom Report Email

After completing the recipient, recurrence, and message fields, choose whether to send the report immediately or schedule it for a later date and time. To send the report immediately, select Send Now. To schedule the report for a later time, select Schedule and then choose a date and time on the next screen.