How do I schedule an email report to send to me regularly?

How do I schedule an email report to send to me regularly?

You can schedule select standard reports in the Analytics dashboard to be delivered via email on a regular cadence. Reports that can be scheduled include:

  • Tracking Statistics
  • Billing Email Volume


How-To

1. Navigate to the Analytics dashboard and open your preferred standard report. 

2. Click the "Schedule Email Report" button (top-right).

3. In the pop-up, set:

  1. name for the report
  2. start date and time
  3. report frequency
  4. email address(es) the report will be sent to. Tip: Use a comma + space between multiple email addresses.

5. Click the "Ok" button. 


Notes

1. The scheduled email report will contain a link to login to your Delivra account. Anyone receiving the report must have login access.

2. Availability of scheduled delivery of reports depends on your license. For more information on licenses, please visit https://www.delivra.com/pricing or email our Client Success team.

3. We recommend that you configure your preferred filters and fields before scheduling.

4. To view and/or edit scheduled reports in your account, go to Analytics > Custom Reports.

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