PDF export by email new
You can export your report as a PDF-file and start sending newer versions of this file to a number of clients every day, week or month.
To do it click “Report settings” at the top right corner. This will open a dropdown menu:
Select “Schedule export to PDF” item in this menu.
The following window will appear. At the first time it will be empty, but later it will contain information about scheduled reports.
EEach time when you add some scheduling settings you will add lines to this list, containing information about report name, report tabs selected for export, emails which will receive messages with the exported report, frequency and time settings.
From here you can edit any line by clicking pencil icon, delete it (trashbin icon) or add another one schedule.
Click cyan “Schedule export” button to create a new mailing. The following menu will appear:
It allows you to
time and timezone for daily mode
day of the week, time and timezone for weekly
date (e.g. the 1st of each month), time and timezone for monthly
Select report tabs for export (this item opens a dropdown list with all tabs which can be enabled by clicking checkboxes)
Add addressee’s name and email (to do this fill both fields and click “plus” sign)
Delete an addressee by clicking a trashbin icon near the end of the line (if you have added at least one before)
Fill email Subject and some accompanying text
Click “SAVE SCHEDULE” button at the bottom right corner to confirm your changes.
That’s it! A message and a PDF with your report will be delivered when the time comes.