Is it possible to schedule reports to send out via email Daily / weekly / monthly etc.

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    ClientIntakeForm
    Asked on October 22, 2019 at 04:35 PM

    Is it possible to schedule reports to send out via email Daily / weekly / monthly etc.?

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    Mike
    Answered on October 22, 2019 at 05:56 PM

    This is possible to receive daily, weekly, or monthly emails with text reports by using our Daily Digest app.

    Also, this is possible to receive daily Excel reports in Dropbox with our Reports To Cloud app.

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    ClientIntakeForm 
    Answered on October 24, 2019 at 11:17 AM
    Ok, I am having some issues receiving the daily digest. The test did not work, it just stays on "Sending"

    I have configured for it to send at 10am CST. I will see if it goes through then
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    VincentJay
    Answered on October 24, 2019 at 12:50 PM

    Hi,

    Did you receive the email? Just to clarify, the Daily Digest app is not working on your end. Is that correct?

    Also, please try using a different internet browser for testing purposes only.

    We'll wait for your response. Thank you.