Email Reports

NetBeez provides automated recurring reports via email in addition to on-the-fly reports generated on the dashboard.  These reports can be created and managed from the Reports Tab.

Creating an Email Report

To create an Email Report:

  1. Go to the Reports Tab
  2. In the upper right corner of the Reports view, click Manage Email Reports
  3. Click Create New Email Report
  4. Configure your new Email Report:
    1. Provide a short name
    2. Select Report Presets to include.
    3. Set the schedule for sending out the Email Report
  5. Add email recipients.  For each email address you wish to add, type the email address into the field and hit Tab or Enter add it.  Successfully added emails will appear as blue tags.
  6. Click Save Report

 

reports-email-report-setup.png

Note:  Please be aware that the schedule setting does not affect the reporting time period of the included presets.  For example, if you set a weekly reporting schedule using a preset with month-long time range, the resulting weekly reports will contain overlapping data, as the preset time period is longer than the schedule for sending the report.  Furthermore, if you include presets with different time periods in the same Email Report, the presets will each retain their respective time periods.

Editing an Email Report

To edit an existing Email Report:

  1. Go to the Reports Tab
  2. In the upper right corner of the Reports view, click Manage Email Reports
  3. Click the Edit button beside the Email Report you would like to edit.
  4. Update the configuration as needed.
  5. Click Save Report
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.