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How to schedule recurring emails for Realtime reports?

Schedule emails allows you to export real-time reports and receive them over emails. You will be able to set the emails from the report page itself, along with the email receiving frequency if required.

Let's get started with exporting your scheduled emails by following these steps:

Step 1: Login to GrubCenter 

Step 2: Navigate to Real-Time reports section.

Step 3: Select a report which allows scheduling emails (e.g. Sales).

Step 4: Click on “Send E-mail” button to export and send it to the email in excel format reflecting selected date range and filters.

Step 5: Click on “Schedule Emails” radio button.

Step 6: Select Frequency.

Step 7: Select Start date & Time.

Step 8: Select the "Schedule Emails" button to confirm the recurrence, and the email will be dispatched according to the selected frequency to the user's registered email address on GC, reflecting the chosen date range and filters.

Note:

  • Email will be sent ONLY to the logged in user’s email address.
  • When the data is too large, first 200.000 rows will be shared by email, while explaining it in the email template.

How to Update Scheduled Recurring Emails.

Here is how to update the schedual recurring emails: 

  • Navigate to Real-Time reports section.
  • Select report which allows scheduling emails (e.g. Sales).
  • Select timeframe & filter parameters of the previously scheduled recurring emails.
  • Click on “Send E-mail” button to view the details of previously set scheduled emails.
  • Change recurrence parameters.
  • Click on “Update” button to save the changes.

 

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