How To: Automate Reports

You can create a reoccurring or onetime report, and have it emailed to members or your organization. From the Analytics Dashboard after you’ve configured the report with the desired filters select the Email option from the Gear:

You’ll be brought to the Email configuration window.

  1. Give the report a descriptive name
  2. Select a user from the Yottaa Portal User List
  3. Select "Deliver Now" for a one-time report delivery
  4. For reoccurring reports:

a. Select the duration of the reoccurring report
b. Select the recurrence interval
c. Select the time of day to receive the report

 

The email will include a PDF attachment containing the visual report. There will be a link in the body of the email to the dashboard for interactive use of the report.

 

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