My Reports now has an option that allows you to set up automated emails of your saved reports! Using this, you can create a saved report, and then set a specific time and frequency you'd like to have that report emailed to you automatically.
In order to use this feature, the first thing you need to do is create a Saved Report. If you don't know how to do that, you can find instructions in this article.
Once you have a saved a report, under Automated Emails, click Manage Settings:
After clicking Manage Settings, you'll be brought to the screen which will allow you to decide which saved reports you'd like to have sent to you automatically, and how often you'd like to have them sent.
It will look something like this:
As you can see, each saved report has its own row, where you can see what the report is, whether it's being sent or not, and the frequency of said sending.
Let's take a look at some of the features on this page.
On the far left hand side of the screen, you'll see Email Opt-In. This is where you decide whether you'd like the saved report sent to you or not. If the switch is blue, you will be sent the report, if it's grey, you will not be sent the report:
GETTING IT! :D
NOT GETTING IT :(
Once you've turned the report you'd like to receive on, you will be brought to a screen where you can set the send frequency of your report:
Your report can be sent to you Daily, Weekly, Semi-Monthly, or Monthly.
If you choose Daily, you will also have to select the Day Range (Monday-Sunday or Monday to Friday), and the Time Range (one hour time periods at any point in the day, ex. 12AM-1AM. You will receive your report within the hour range you stipulate.)
If you choose Weekly, you'll need to select the Day (any day of the week), and the Time Range (one hour time periods at any point in the day, ex. 12AM-1AM. You'll receive your report within the hour range you stipulate.)
Once you've set the send frequency of your report and clicked Next, you will need to decide which aspects of the report you'd like to receive:
Just decide what aspects of the report you'd like to receive by putting a check into the box to the left of each option, then click Next.
On the next screen, you'll need to decide the format of the report that will be sent. Excel (or CSV) or PDF file formats, but not both:
Just decide what format of the report you'd like to receive by putting a check into the box to the left of each option, then click Next.
On the next screen, you'll need to decide who will receive this report. Make sure that the people you choose to receive the report actually have permission to (A) view reports and (B) see data for all of the series you are including in the report:
Just put a check mark next to any user you'd like this report sent to, then click Save.
And that's it! You've set up your first Automated Report, to be sent at your desired frequency and to the folks you'd like to receive it.
If you ever need to edit the send frequency, click the pencil on the right hand side of the report you'd like to edit:
Once you've clicked that pencil, you will be brought right back to the edit screens we just went over.
If you want to delete the report, click the trash can option. Keep in mind that this won't just clear your settings, it will completely delete the Saved Report:
Finally, if you want to send yourself a test email of your saved report, click the envelope on the far right:
Also, every time you save a new report, you will be asked if you would like to activate automated emails for it:
If you click Yes, you will be brought straight to the editing screen to decide on the Frequency of the automated email, and Who gets it. If you click No, You will go right back to your My Reports screen. If you decide you want to set up automated emails later, just follow the directions above.