Tools - Automatic e-mail reports
About
![]()
This section describes how to schedule a web report export that sends the report as an email attachment. The look of the user interface may differ based on currently selected values and licensed features.
At Glance
General Overview
The automatic email reports can be found under the Reports module in the section Tools.

You can sort reports by Name or Email.
Working with Automatic Email Reports
Administrator can create a new automatic email report with the button
. A new pop-up window will be opened (see below).
Administrator can modify an existing automatic email report using the button
.
Administrator can delete an existing automatic email report using the button
.
Creating New Automatic Email Report
The pop-up window for creating a new automatic email report.

Configuration:
Name – A name of the new automatic report.
Interval – Interval that determines how often and for what period the report will be exported:
Previous day – The report will be created daily. The report will include data for the previous day.
Previous 7 days – The report will be created weekly. The report will include data for the previous 7 days.
Calendar month – The report will be created monthly at a selected day of the month. The report will include data starting from the selected day of the previous month until (but not including) the same day of the current month.
Monthly – The report will be created monthly at a selected day of the month. The report will include data from the first to the last day (inclusive) of the previous month.
Day of month – The day of month when the report will be generated. This field is available only for intervals monthly and calendar month.
Send time – The time of day when the report will be exported.
Export type – Format of the report. Supported formats are CSV, HTML, PDF, XLS, XLSX, and XML.
Email addresses – A list of recipients of the report.
Selected filters – A list of saved web report filters used to generate the report. The email will contain reports for all filters selected. The filters determine the report structure (fields, grouping etc.).
The Save settings button saves and activates the new automatic email report.