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Do this when you want to email a report to a user in a frequent and consistent manner.

Step-by-step guide

Follow the following steps:

1. First, make sure that the user you want to email to has an email address associated with their account. Go to settings >> staff aliasessetup wizard. Click Staff. Add the email address next to the relevant name if it is not there already
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2. Go into the dashboard you would like to share 
   
   
   
   
3. Once you are on the required dashboard, click on the 'send' icon (share dashboard) on the top right
   You can choose how often you'd like to receive the report. Weekly, monthly, or fortnightly. Choosing the "current week fortnightly" will make the schedule start on the week you are in, and "next week fortnightly" will start the following week.
   
4.  Search or scroll, and select the users you want to send to. You are only allowed to select users that have an email address associated with their account.
   
5. The report will now be emailed as a pdf document regularly based on the settings you have selected

Additional Information on setting this up so that performance reports get emailed to staff automatically

The case use where a business owner or manager wants to automatically emial performance reports to each staff member is fairly common.

The main difference here is that the system needs to create reports for each user that is tagged as a PRIMARY USER, then the reports have to be scheduled.

For the neatest setup, do it in the following steps:

1. Firstly go to settings >> staff aliases and set the category of the users who you want to measure closely as 'primary' set all other users as 'support'. This will siginificantly reduce the number of reports generated and keep your system tidier, particularly for larger businesses. Also make sure that you add an email address for each user in the email field
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2. Secondly, give the staff aliases a good name. The system will have their login name which is often not the same as their real name, so simply re-type the real name in the box. This will label the reports more clearly with real names. Click Save.
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3. Then go to settings >> setupwizard and click the 'update user performance dashboards' button. This will look through the system and create an appropriate report for each PRIMARY user and adding the name of the user at the end of each report.
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4. Go to the 'my dashboards' screen, you will see reports have been created for each user with their propper name added at the end if you took the time to tidy this up in the step above
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