Can I schedule certain reports to be mailed periodically?
April 18, 2024
FAQs
Any specific reports that you would like to receive or send regular updates to someone, you can do so by filtering and scheduling them. In the schedule section, you can define the subject and the body of the email, type in the email IDs in the To, CC and BCC section, set up the frequency of the email, the start date and end date (Optional). For example, if your intention is for a Senior Manager to receive weekly updates on their team member's progress as a collective unit or on an individual level, you can filter their progress details separately and schedule the mail to be sent every week.