Automatically Email Reports on a Recurring Schedule

Agents and system administrators can configure SmarterTrack to automatically email custom reports to individuals on a daily, weekly, or monthly schedule. NOTE: You cannot schedule an email report if it is not a saved custom report. For more information, refer to the KB article Create a Custom Report.

Applies to SmarterTrack 7.x - 12.x

Follow these steps to automatically email custom reports on a recurring schedule:

  1. Log in to SmarterTrack as an agent or system administrator.
  2. Click the Reports Icon.
  3. Click Scheduled Email Reports in the left tree view.
  4. Click New.
  5. Find the Report Item setting. To specify which custom report to email, select the appropriate option from the list.
  6. Find the Frequency setting. To specify how often the report is emailed, select the appropriate option from the list.
  7. Complete the following required fields: To Address(es), Subject, and Message. All other settings are optional. NOTE: Use semicolons to separate multiple email addresses.
  8. Click Save.

 

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What time of day does this run? Can it be set?
jeremy aurich (May 27, 2015 at 7:18 AM)
Hi Jeremy! Scheduled email reports are sent at 2am on the appropriate day. At this time, there is not a way to adjust the time these emails are sent.
Andrea Rogers (May 27, 2015 at 8:41 AM)
You can update the DB, but i think this should be a feature. Also why cant I choose the account that sends the email. Looks like it is using the default brand
jeremy aurich (June 10, 2015 at 9:41 AM)
That's right. Those emails will use the default brand's SMTP settings. But please make your requests in the Community. Other users can vote up the ideas if they want them as well and bring it to our developers' attention.
Andrea Rogers (June 10, 2015 at 9:57 AM)

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