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:
- First, make sure that the user you want to email to has an email address associated with their account. Go to settings >> setup wizard. Click Staff. Add the email address next to the relevant name if it is not there already
- Go into the dashboard you would like to share
- 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.
- 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.
- The report will now be emailed as a pdf document regularly based on the settings you have selected
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