1.3 KiB
Email Reports at Regular Intervals
You can setup Auto Email Report to send reports at regular intervals. These must be saved reports of any type (Report Builder, Script or Query Report).
You can find Auto Email Report at
Setup > Email > Auto Email Report
Or just type "Auto Email Report" on the Search bar.
Example
Step 1
Select the Report, the user for which you want to create this report (permissions will apply for this user), the Email Addresses where you want this report emailed and the frequency of the report.
Step 2
If your report has filters, you will see a table with the filters
Step 1. Select the Report, the user for which you want to create this report. Permissions will apply for this user
Click on the table to edit the table
Test
You can also test the report by clicking on "Download" or "Send Now"
Here is an example of the email you will receive for a report
