To schedule a report to be emailed automatically on a recurring basis in SmartSuite, follow these steps.
Requirement: A report template must exist before you can email a report. See the article, How to create a report template for instructions.
- Open the Reports module
Click the menu icon, then select Reports > Reports
2. Generate the report
Find and run the report you want to schedule for email delivery. See the article, Viewing a report for instructions on generating a report.
3. Open the Email Configuration page
In the action bar, click the Email button. The Email configuration page will appear.
4. Set the schedule details
You will need to configure three things:
Start date and time: Set the date and time the schedule will begin (the first send date and time).
Frequency: Set how often the email will go out (e.g., daily, weekly, monthly).
Recipients: Choose who will receive the email. There are two ways to set recipients:
- Mail To (bulk email): If your report includes email fields, those addresses will appear in the the Mail To drop-down. Select the field to send to all matching email addresses.
- Specified To (specific addresses): Enter one of more specific email addresses in the Specified To field.
5. Activate the schedule
Click the Schedule button. The Next Run Time will update to confirm the schedule is active.
Note: To stop the schedule at any time, click the Disable button.