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How to Schedule Recurring emails for real-time 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 email receiving frequency if required.

Step 1 : Login to GrubCenter as the user with Real-Time Reports permissions set (e.g. Admin)

Step 2 : Navigate to Real-Time reports section

Step 3 : Select 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: Click on “Schedule Emails” button to save recurrence and email will be sent according to chosen frequency to user’s e-mail address which was registered on GC with selected 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.