There are a variety of delivery options available when you email a report.
Here's how to email a report:
To send immediately:
1. Click Email below the title of the report you want to send.
2. When the Setup Email screen appears, find the Send Now tab.
3. Enter a list of recipients in the To field.
4. Specify a format for the email (XML, PDF, CSV, or TSV).
5. Provide a subject and description.
6. Click Send.
To send on a regularly-scheduled basis:
1. Click Email below the title of the report you want to send.
2. When the Setup Email screen appears, find the Schedule tab.
3. Enter a list of recipients in the To field.
4. Specify a format for the email (XML, PDF, CSV, or TSV).
5. Provide a subject and description.
6. Select a schedule from the drop-down menu:
- Daily reports are sent each day (beginning the next day) and report data for the previous day.
- Weekly reports are sent each Monday (beginning the next Monday) and report data for the previous Monday through Sunday.
- Monthly reports are sent on the first day of each month (beginning the first day of the next month) and report the previous month's data.
- Quarterly reports are sent on the first day of each quarter (i.e. January 1, April 1, July 1, and October 1) and report the previous quarter's data.
Note: Scheduling is based on timezones in the United States. The timing of scheduled reports for users outside of the United States varies due to timezone and may result in a significant schedule delay.
7. Click Schedule.
To add to an existing scheduled email:
1. Click Email below the title of the report you want to send.
2. When the Setup Email screen appears, find the Add to Existing tab.
3. Select the email to which you'd like to add the report.
4. Click Add Report.